Creating and Configuring Pipelines in BoldSales

Pipelines in BoldSales represent business processes. They are most commonly used for tracking sales opportunity, but they can also be used for processes such as contract processing, renewal management, and order management. A pipeline contains records that move through defined open and closed stages until completion.

This guide explains how to access pipelines, create a new pipeline or clone an existing one, and configure stages and fields.

Access pipelines

1. Go to Setup from the left sidebar.
2. Navigate to Modules and Fields > Pipelines or use the search bar in Setup and type Pipelines and select it from the results.
   
3. By default, BoldSales comes with a built-in Deals pipeline.

Create a pipeline

You can create a pipeline from scratch or clone an existing pipeline and customize it.

Option A: Clone an existing pipeline

Under Manage Pipelines, select a pipeline and click (top‑right). Use cloning when you want to reuse an existing structure (stages/fields) and make minor adjustments.

Option B: Create a pipeline from scratch

Click and enter the following details:

• Pipeline name: The main name of the pipeline (for example, Deals).
• Single record name: The singular name for a record in this pipeline (for example, Deal). This appears in places like the create button (for example, + Deal).
• Multiple records name: The plural name used in menus and lists (for example, Deals, All Deals).
• Description: A short description of the pipeline.
• Pipeline purpose: Defines what the pipeline is used for. This selection cannot be changed later and determines available features and document types.
• Sales documents: Select the sales document types that can be generated for records in this pipeline.
• Permission sets: Choose which permission sets can access the pipeline. Admin is selected by default; you can add Standard User or custom permission sets.
• Show summary: When enabled, a summary widget appears on the listing page. The widget appears only if the Amount field is included in the pipeline.

Pipeline purpose options

BoldSales provides purpose‑based pipeline types. Features and document types are displayed based on the selected purpose.

• Deal tracking: Track potential sales opportunities and monitor progress toward closing deals. Enables Products features and allows generating sales documents like quotes.
• Renewal management: Manage contracts or subscription renewals. Enables Products features and allows generating sales documents like quotes.
• Contract processing: Create, negotiate, and finalize contracts. Pulls subscription details from linked pipelines and allows generating sales documents like contracts.
• Order management: Manage custom orders and fulfillment. Enables Products features and allows generating invoices and other sales documents.
• Others: Use the pipeline to perform any custom business process.

Configure pipeline stages

Stages represent the steps that records move through in the pipeline. They are organized into two sections:

• Open Stages: Active stages where records are still in progress.
• Closed Stages: Final stages indicating completion, such as Closed‑Won or Closed‑Lost.

To manage stages:

1. Open the pipeline and go to the Stages tab.
2. Stages are categorized into Open Stages and Closed Stages.
3. To add an open stage, click Add stage, enter a stage name, and save.
4. To add a closed stage, click Add closed stage, enter a stage name, and select whether the stage is Won (successfully closed) or Lost (did not close successfully).
5. Use Reorder to drag and drop stages into the required order.

Requirements:

• At least one open stage is required.
• At least one closed‑won stage is required.

After configuring the stages, click Next in the top‑right corner to move to Fields section, where we can add and manage fields.

Add and manage fields

Fields capture the information you want to store for each record in the pipeline. Some system fields (such as Stage and Owner) are added automatically.

To add existing fields:

1. Go to the Fields tab.
2. Click (top‑right).
3. In the Add Existing Fields drawer, select the field(s) you want to add.

To create a new field:

1. In the Add Existing Fields drawer, click (top‑right).
2. Enter the required field details (for example, name and type).
3. Click to add the new field to the pipeline.

To reorder fields:

1. Click the icon in the Fields tab to open the Reorder Fields drawer or click the three dots menu of a field and select .
2. Drag and drop fields into your preferred order.

Configure create form fields (Form settings)

Form settings control which fields appear in the record create form and which of those fields are required.

In the Fields tab, use the Form settings column and click Edit to:

• Include or exclude fields from the create form.
• Mark fields as required in the create form.

For more details, visit: Customizing pipeline fields

Save the pipeline

After entering the details, configuring stages and fields, then click to save the pipeline (top‑right).