Setting up your sales pipeline

Mewayz ships with a default 5-stage pipeline (Lead → Qualified → Proposal → Negotiation → Won), but every business sells differently. Customise it to mirror your actual process and your forecasts get a lot more useful.

Edit pipeline stages

1. Open CRM → Settings → Pipelines.
2. Add, rename, or reorder stages. Drag stages to change order.
3. For each stage, set a win probability (used for weighted forecasting).
4. Optionally add a stage description — shown as a tooltip when hovering on the Kanban.
5. Save. Existing deals stay in their current stage; nothing breaks.

Multiple pipelines

Sell to two different customer types? Create a second pipeline (e.g. 'B2B Enterprise' and 'B2C self-serve'). Each deal lives in exactly one pipeline, and reports can be filtered per-pipeline.