Who this is for: All users. Any team member who creates deals will need to select a pipeline as part of the creation flow.
When creating a new deal, you now choose which pipeline it belongs to. The pipeline you pick determines which stages are available — so the pipeline selector appears before the stage field.
Creating a deal from the Deals page
Go to the Deals page
Click New Deal
In the deal creation form, select a Deal Pipeline — this field appears before Stage
The Stage field will populate with the stages from your chosen pipeline. The first stage is selected by default.
Fill in the remaining deal details (name, contact, company, close date, amount, etc.)
Click Create
Default pipeline: When creating a deal from the Deals Table, Company Page, Contact Page, or Chrome Extension, the pipeline at the top of the order in your CRM Settings is selected by default. You can change it before saving.
Creating a deal from a Company or Contact Profile
Open the Company or Contact profile
Find the Deals section and click Create Deal
Select the Deal Pipeline
The deal name defaults to the company name — you can edit this
Fill in remaining fields and click Save
Creating a deal from the Chrome Extension
Open the Recruiterflow Chrome Extension on a relevant page
Navigate to the Deals section and click Add Deal
Select the Deal Pipeline
The deal name defaults to the company name associated with the page
Complete the form and save
Things to know
Pipeline cannot be changed after creation. The Deal Profile shows the pipeline name in the top card as a read-only field. If a deal is in the wrong pipeline, you will need to delete it and recreate it in the correct one.
The Stage dropdown only shows stages that belong to the selected pipeline. Switching pipelines resets the stage selection.
If your Admin has only created one pipeline, the pipeline selector will default to that pipeline with no other options.
Deal name defaults to the company name when creating from a Company Page, Contact Page, or Chrome Extension.