Pipelines
User guide for Pipelines in the Numezis company portal.
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.
- Create stages with order and default probability.
- Assign pipelines to teams or segments.
- Review stage aging in opportunity views.
Permissions and modules
CRM configuration permission.
Feature coverage
| Key | Title | Risk | UAT |
|---|---|---|---|
crm.pipelines.management | CRM Pipeline Creation and Stage Management | high | UAT-C-CRM-PIPE-001 |