ProductCrm
Pipelines
User guide for Pipelines in the Numezis company portal.
Overview
Define pipeline stages, probabilities, and SLA hints used by opportunities.
Where in the app
/c/companies/:companyId/crm/pipelines
Step-by-step
- Open CRM → Configuration → Pipelines. (UAT-C-CRM-PIPE-001)
- Create stages with order and default probability. (UAT-C-CRM-PIPE-001)
- Assign pipelines to teams or segments. (UAT-C-CRM-PIPE-001)
- Review stage aging in opportunity views. (UAT-C-CRM-PIPE-001)
- Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-CRM-PIPE-001)
- If access is denied, verify module activation at tenant and company level before retrying. (UAT-C-CRM-PIPE-001)
Permissions and modules
CRM configuration permission.
Feature coverage
| Key | Title | Module | Docs impact | Summary | Risk | UAT |
|---|---|---|---|---|---|---|
crm.pipelines.management | CRM Pipeline Creation and Stage Management | crm_pipelines | required | CRM Pipeline Creation and Stage Management | high | UAT-C-CRM-PIPE-001 |