Configure Your CRM Pipeline

CRM Pipeline Configuration

The CRM pipeline allows you to organize your contacts according to the stages of your sales or follow-up process.

Availability

The CRM pipeline is only available with Pro and Expert plans.

Default Stages

LetsLigo offers default stages that you can customize:

• New Contact
• Qualified Contact
• Engaged
• Opportunity
• Client
• Retention / Expansion
• Lost / Dormant

Customize Your Pipeline

1. Go to Settings > CRM
2. In the "CRM Pipeline" section, click on "Add Stage"
3. Give your stage a name
4. Choose a color to identify it visually
5. Reorder stages by drag and drop

Usage

Once configured, you can:

• See your contacts organized by stage in the Pipeline view
• Move a contact from one stage to another
• Track your contacts' progress

Tips

Create a pipeline that matches your actual sales process. Too many stages can complicate tracking, too few can lack precision.