Pipeline Management- Deals

What is a Deal Pipeline?

A deal pipeline (or sales pipeline) is a visual way to track where each deal is in your sales process.
It’s divided into stages — for example:

• New → Qualified → Proposal Sent → Closed Won/Closed Lost

By moving deals through these stages, teams can:

• Make sure no opportunity gets forgotten
• See exactly how close they are to closing
• Spot bottlenecks in the process

Zhylar’s Multi-Pipeline Approach

• Through the multiple pipeline feature, Zhylar offers a flexible approach to managing the sales cycle.
• Create multiple pipelines for different workflows
• Each pipeline has:
  • Custom fields
  • Tailored stages
  • Role-based access

Configure Pipeline

• Firstly, a user with “edit pipeline” access can View/Edit/Delete pipelines.
• You can navigate to the deals pipeline in two ways:
  • Go to the Left-hand navigation panel
  • Go to Configuration
  • Under “Pipelines”, select Deal Pipelines

• Alternately, go to the Left-hand navigation panel
• Go to Deals
• Quick Access: Click ⚙️ on Deals page

Pipeline Management

Creating Pipelines

• Using either of the two aforementioned ways, go to Deal Pipelines
• Click “Add Pipeline”

• Configure:
  • Stages: Add/rename as needed
  • Probabilities: Set win % per stage
  • Assign Hierarchy: Grant access to the pipeline through role-based hierarchy
  • Click Save

Probability Scoring

• Stage Value = Potential deal amount. E.g., 1000 AED
• Stage Probability = Likelihood of closing E.g., 10%
• Weighted Value = (Stage value × Probability) = 1000*10% = 100 AED

Stages in a Pipeline

In Zhylar, you can create several Deal Pipelines. Within those pipelines, you can create stags.

• Each Pipeline has three default stages
  • New
  • Done
  • Lost

• Users can add and customize stages as required.

• Click Add Deal Stage to add a new stage.
• Give the stage a name.
• You can shuffle the position of the stages that you add via drag and drop method.

Delete Added Stage

Users can only delete stages they have added, i.e., Default stages cannot be deleted.

To delete,

• Click on the red cross.

• You will be asked to transfer any existing leads from this stage to another stage.

• Once done, you can proceed to delete the stage.

Purpose

• Prioritizes deals with higher probability of conversion
• Focus on deals that generate more revenue, i.e., targeted effort
• Take action on deals that require follow-up
• Forecasts realistic revenue through probability and weighted value
• Visualize the complete deal cycle as well as the position of each deal in the cycle.

Read all about the complete Deals Module before you proceed.

Also Read

Units of Measurement

General Settings

Basic Terminologies