Streamline Your Pipeline Management CRM in IT Architecture Documentation with airSlate SignNow

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under the agency account setting manitol allows you to track and manage your clients from the first point of contact all the way to the very end throughout your sales process this can also be done through a board view allowing for the dragging and dropping of clients between various customizable stages the board view can be accessed by clicking on clients from the side menu and then on the board icon at the top right of the screen this view allows you to move clients from stage to stage preview a client's profile or access their full profile by clicking on their name also displayed is a picture of the user who owns that client these stages can be completely customized by admin users however please note that any changes made to the board will be applied to all users under your account to customize these stages from anywhere within manitol click on administration from your side menu on the bottom left of your screen next head to the customization category and click on clients here you will see the customize pipeline stages section this is where you want to go to create a pipeline stage click on add a pipeline stage and enter the stage name for this example we will create a stage called contact click on add once you have entered the name and the stage will be created to reorder stages click on the six dots icon and drag and drop in the order you prefer if you want to make changes to a stage name click on the pencil icon next to a stage and edit the stage name once you are satisfied with your change simply click save lastly whenever you want to delete a stage click on the trash icon next to a stage and confirm by clicking delete and that's it congratulations you can now begin customizing your own crm pipeline stages on manitol to make sure everyone on your team is on the same page