Skip to main content

pipeline-configuration&automation

Configure Stages and Automations for a New Pipeline

Follow these steps to create a new sales pipeline in Franmantra CRM, define its stages, and attach automations.

1. Open Pipeline Settings​

  1. Click Settings in the left sidebar.
  2. Select Pipeline.
Open Pipeline SettingsOpen Pipeline Settings

2. Create (or Edit) Your Pipeline​

  1. Click Add to make a new pipeline or choose the ⋮ menu next to an existing pipeline and click Edit.
Create or Edit PipelineCreate or Edit Pipeline

3. Name & Publish Pipeline​

  1. Enter a pipeline Name.
  2. Toggle Publish on if you want sales reps to use it right away.
  3. Click Update / Save to continue.
Name and Publish PipelineName and Publish Pipeline

4. Add Pipeline Stages​

  1. Click Add Pipeline Stages.
  2. Type a Stage Name (e.g., New Lead).
  3. Optionally add a Description to guide reps.
  4. Press Enter or click ✓ to save the stage.
  5. Repeat for each stage in your process (Qualified, Negotiation, Won, etc.).
Add Pipeline StageAdd Pipeline Stage

5. Configure Stage Automations​

  1. Hover over a stage row and click the ⚙️ Automation icon.
  2. Choose an Event Trigger (e.g., Stage Changed to Won).
  3. Add Actions like sending emails, assigning tasks, or updating lead status.
  4. Click Save Automation.
Configure Stage AutomationsConfigure Stage Automations

Tip: You can stack multiple actions under one trigger to fully automate your pipeline.

6. Reorder Stages (Optional)​

Drag and drop stages to reflect the real-world progression from first contact to close.

Reorder StagesReorder Stages

7. Save and Test​

  1. Click Update to commit pipeline changes.
  2. Navigate to Pipeline Board in the main app to test moving a deal through stages and verify automations fire as expected.
Save PipelineSave Pipeline

Congratulations! Your pipeline stages and automations are now configured, helping your team sell efficiently and consistently.