✨ Introduction:
Pipes and Stages let you map out key workflows in your business — whether it’s sales, hiring, onboarding, or service delivery. Each Pipe represents a process (like “New Lead” or “Hiring Process”), while Stages track progress within that pipe (e.g., “Interview 1 Completed” or “Quote Sent”). This visual structure helps your team stay aligned, accountable, and focused.
🔔 What to Know Before You Start:
You need CRM permissions to create or edit Pipes and Stages.
Each pipe is made up of multiple stages.
Changes to a pipe are reflected in the CRM and visible to all team members.
Users get notified whenever a contact is moved between pipes or stages.
Pipes can be viewed in Kanban style (drag-and-drop) or List view.
🛠️ Step-by-Step: How to Create and Manage Pipes & Stages
✅ Creating a New Pipe
Log in to your Webware Dashboard.
Navigate to the Customers > Pipes section.
Click Create Pipe.
Enter a Pipe Name (e.g., “New Client Process”) and a short description.
Select the type (for example, is this Pipe for an individual Contact or a Company).
You can just select the Pipe you just created from the list of pipes and then click Edit Pipe
Add your Stages by clicking the ➕ icon.
For example: Quote Sent → Quote Approved → Job Scheduled → Job Complete
Click Save Pipe to finish setup.
✅ Editing an Existing Pipe or Stage
In the Pipes dashboard, click on the pipe you want to edit.
Use the Edit Pipe button to rename it, adjust the description, or manage stages.
Use the Edit or Delete buttons beside each stage to make changes.
✅ Viewing and Moving Between Stages
Switch between List View and Kanban View using the toggle in the top left.
In Kanban View, drag and drop cards to move a contact from one stage to another.
All assigned users are notified when a contact moves between stages or pipes.
🛠️ How to Assign a Contact or Company to a Pipe
To place someone in a Pipe:
Open their Contact or Company profile.
In the top-left section, look for Pipe and Stage.
Click Update to choose the Pipe and assign the correct Stage.
Your team will be notified immediately.
✅ Pro Tip:
Keep pipes clear and simple by naming stages in a way that reflects real actions (like “Application Received” or “Payment Collected”). This keeps your team focused and reduces confusion.
🎯 Next Steps:
After setting up your pipes, consider:
Assigning contacts or companies directly to specific pipes and stages.
Creating different pipes for each major workflow in your business.
Filtering reports or Smart Lists by Pipe/Stage to track progress.