Deals

🔄 Pipelines

Tenziv CRM supports multiple pipelines within the Deals feature, allowing you to create and manage custom sales stages that reflect your unique workflow.

Default Pipeline

A pre-configured “Sales Pipeline” is available in Tenziv CRM as a starting point. You can modify this pipeline or create new ones to better fit your sales process.

➕ Create Pipeline

  • Setup: Navigate to Settings → Deals → Pipelines and click Create Pipeline.

  • Creation: Enter a name for your pipeline (e.g., “Enterprise Sales Pipeline”) and click Create.

🔒 Pipeline Visibility

By default, pipelines are visible to all users within the system. However, you can control visibility post-creation.

  • Customize Visibility: After creating a pipeline, go to the pipeline edit view to specify which Teams or Users can view it.

  • Primary Pipeline: The primary pipeline’s visibility cannot be modified.

📊 Pipeline Stages

Tenziv allows you to customize your pipeline stages, including their order and win probability.

  • Edit Stages: Customize and reorder stages to align with your sales process.

  • Win Probability: Each stage has a default win probability of 100%, which can be adjusted to reflect more realistic chances of closing deals.

  • Stage Ordering: Stages are often arranged from lowest to highest win probability.

📈 Stage Win Probability

You can adjust the win probability for each stage to reflect its likelihood of deal closure:

  • Default Setting: Initially set to 100%.

  • Adjustment: Modify the probability for each stage based on historical data or team input.

Example: A stage with a 20% win probability will show 20% of the total deal value as its weighted value.

💰 Total and Weighted Value

Tenziv CRM helps you understand the potential value of deals in your pipeline by calculating both total value and weighted value:

  • Weighted Value: Represents the likelihood of a deal closing in each stage.

  • Example:

    • If a stage has a 20% win probability, a deal worth $17,460.00 will have a weighted value of $3,492.00.

Note: “Won” or “Lost” deals display only total deal values, excluding weighted calculations.

🖼 Visual View

For a more intuitive experience, you can switch to a visual view of your pipeline.
Simply click on the button at the top right-hand side of the topbar to toggle between the list and visual views.

❌ Lost Reasons

Lost reasons allow you to track and categorize why deals are marked as lost, providing valuable insights for your team.

  • Setup: Go to Settings → Deals and click Create Lost Reason.

  • Creation: Enter the name of the lost reason (e.g., “Budget Constraints”) and click Create.

  • Customization:

    • To ensure consistent lost reasons, you can disable the option for sales agents to enter custom lost reasons.

    • The lost reason is required by default, but can be made optional in Settings → Deals.