Deal Pipeline Settings let you define your sales pipelines, their stages, and the defaults used when creating new deals.
How to Open Deal Pipeline Settings #
Go to Hive CRM → Settings → Deal Pipelines.
Sales Pipelines #
A pipeline represents a distinct sales flow (for example Enterprise Sales, Direct Subscriptions, Agency Retainers).
To add a pipeline:
- Under Sales Pipelines, enter a name.
- Click Add Pipeline.
Deal Stages & Win Probabilities #
Stages are the chronological columns of a pipeline’s Kanban board, each with an estimated win probability used for revenue forecasting.
To add a stage:
- Under Deal Stages & Win Probabilities, enter a Stage Name.
- Choose the Associated Pipeline it belongs to.
- Set a Win Probability (0–100%).
- Choose a Stage Color.
- Click Add Stage.
Use the pipeline filter above the stages table to see only the stages for a specific pipeline. Click the edit icon on a row to change its name, pipeline, probability, or color, or the trash icon to delete it.
Deal Defaults & Automation #
- Default Sales Pipeline — the pipeline pre-selected when creating a new deal or converting a lead.
- Default Initial Stage — the stage assigned to a new deal when no stage is explicitly chosen. This list is automatically filtered to stages belonging to your selected default pipeline.
Choose your defaults and click Save Deal Defaults.
