Sales Pipelines
Pipelines at /crm/leads/pipelines let you define the stages a prospect goes through before becoming a customer. Create multiple pipelines based on your business type and visualize the progress of your opportunities.
Pipeline Types
Fenicia supports two approaches for organizing your pipelines:
| Type | Description | Example |
|---|---|---|
| Lifecycle | Stages of the generic sales process | New → Contacted → Qualified → Proposal → Close |
| Business type | Specific pipelines per product or service | Wholesale pipeline, Retail pipeline, Subscription pipeline |
Tip
You can combine both approaches. Use a lifecycle pipeline as default and create additional pipelines for specific business lines that require different stages.
Create a Pipeline
Access configuration
Go to /crm/leads/pipelines and click "New pipeline".
Define name and type
Assign a descriptive name and select whether it is a lifecycle or business type pipeline.
Configure stages
Add the stages that compose your funnel. For each stage define: name, identifying color, and close probability weight.
Set as default (optional)
If you want new leads to automatically enter this pipeline, mark it as default.
Stage Configuration
Each pipeline stage has three configurable properties:
Stage Name
Define clear names that your team understands without ambiguity. Examples: "First contact", "Demo scheduled", "Negotiation", "Contract sent".
Identifying Color
Assign a color to each stage for visual identification in board views and reports. Colors help your team quickly recognize which phase each opportunity is in.
Probability Weight
The probability weight (0-100%) indicates the statistical likelihood of closing a deal that is at that stage:
| Example stage | Typical probability |
|---|---|
| New lead | 10% |
| Contact made | 20% |
| Demo completed | 40% |
| Proposal sent | 60% |
| Negotiation | 80% |
| Won | 100% |
Sales forecast
Probability weights feed the sales forecast. If you have a $10,000 deal at the "Proposal sent" stage with 60% probability, the system projects $6,000 as probable revenue.
Default Pipeline
The default pipeline is the funnel to which leads are automatically assigned when they do not have an explicit pipeline:
- Bulk-imported leads enter the default pipeline.
- Leads from automatic integrations (Meta, Google) are assigned here unless you configure a specific rule in automations.
- Only one default pipeline can exist at a time.
Deals Management
Deals (opportunities) at /crm/leads/deals are leads that have progressed enough to have a monetary value associated. From the deals view you can:
- View the Kanban board: Drag opportunities between stages to update their progress.
- Assign values: Define the potential amount of each opportunity.
- Set close dates: Mark when you expect to close each deal.
- Add notes and activities: Record each relevant interaction.
Reorder and Edit Stages
You can modify an existing pipeline at any time:
- Reorder: Drag stages to change their sequence.
- Rename: Edit the name without losing assigned leads.
- Delete: When deleting a stage, leads move to the previous stage.
- Add: Insert new stages at any position in the funnel.
Active leads
If you delete a stage that has active leads, Fenicia will ask you to select which stage to move them to before confirming the deletion.
Next Steps
- Leads Overview to see all your prospects.
- Lead Automations to move leads between stages automatically.
- Lead Integrations to connect external sources to the pipeline.