Overview

"Pipelines in Scalendo let you visually manage opportunities as they move through different sales or service workflow stages." The updated experience uses the HighRise design system and can be enabled via Sub-account → Labs.

Access pipelines at: Sub-account → Opportunities → Pipelines

Pipelines List View

This view displays all pipelines in your sub-account, showing the number of stages in each pipeline and the last updated timestamp.

Why Pipelines Matter

Pipelines help you:

• Improve visibility - See where every opportunity stands in your process
• Maintain consistency - Standardize how leads or clients move through your workflow
• Increase efficiency - Automate follow-ups, reminders, and task assignments based on stage changes
• Track performance - Monitor conversion rates, identify bottlenecks, and measure pipeline health

Pipeline Stages

A pipeline consists of stages representing steps in your sales or customer journey. "Opportunities move from left to right as they progress through the pipeline." Stages should be clearly defined and action-oriented.

Editing a Pipeline and Its Stages

From the pipeline screen, you can rename stages, reorder them, control reporting visibility, add new stages, or delete existing ones.

Deleting a Pipeline Stage

"When deleting a pipeline stage, you can now move all existing opportunities to another stage instead of losing them."

How it works:

1. Navigate to Opportunities → Pipelines
2. Open the pipeline you want to edit