Important Things to Know Before We Get Started:
Only admin users with ManageIQ access can configure and make changes to the organization's deal pipeline settings.
Changes will affect all users within the shared organization workspace.
You can have as few or as many stages as you'd like for the prospect, lease and purchase pipelines.
Currently, we only support 1 pipeline for deal type.
How To Configure Your Deal Pipeline Stages:
Navigate to the ManageIQ Workspace, Click on 'Org Setup' in your navigation pane
Within Org setup, at the top there is a Tabbed menu. Select 'Pipeline & Tasks' tab.
4. Select which Pipeline you'd like to customize and once expanded the 'Edit Pipeline' option will be revealed.
Name the Stage
Add a Closing Probability. (If you don't have estimated closing %'s, leave it blank and it will be hidden from pipeline)
Select a unique color
Navigate back to TransactIQ to view the new pipeline for your organization.