Who this is for: Admins only. Pipeline creation and management is restricted to Admin users.
Deal pipelines are configured in CRM Settings. From here, you can create new pipelines, edit existing ones, set stage order and probabilities, clone pipelines, and manage how they appear across your workspace.
Prerequisites
You must be an Admin on your Recruiterflow account
Navigate to CRM Settings → Deal Pipeline
Creating a new pipeline
Go to CRM Settings → Deal Pipeline
Click Add Pipeline
Enter a name for the pipeline
Edit the stages as needed
Click Save
The new pipeline is immediately available for use when creating deals.
Note: The Add Pipeline button is only visible to Admin users. Non-admin users will not see this option.
Cloning an existing pipeline
If your new pipeline is similar to an existing one, clone it instead of starting from scratch.
Go to CRM Settings → Deal Pipeline
Find the pipeline you want to copy
Click the Clone option on that pipeline
A duplicate pipeline is created with all the same stages and probabilities
Rename it and edit stages as needed
Click Save
Editing a pipeline
Go to CRM Settings → Deal Pipeline
Click on the pipeline you want to edit
Update the pipeline name, stages, probabilities, or stage order
Click Save
Changes to stage order will be reflected across the product — Deals page, Reports, Recruiterflow BI, Advanced Search, and Recipes — wherever that pipeline is used.
Reordering pipelines
The order of pipelines in Settings determines which pipeline is selected by default when a new deal is created from the Deals Table, Company Page, Contact Page, or Chrome Extension.
Go to CRM Settings → Deal Pipeline
Drag and drop pipelines into your preferred order
The pipeline at the top of the list becomes the default
Things to know
There is no limit on the number of pipelines you can create
At least 1 pipeline must exist at all times — you cannot delete your last pipeline
Every pipeline always contains Deal Won and Deal Lost stages — these cannot be removed