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What is the pipeline view, and how does it work in Metro CRM?

In Metro CRM, the Pipeline View is a visual representation of your sales or CRM opportunities, structured as a Kanban board. It’s designed to help sales teams track, manage, and move leads or opportunities through different sales stages efficiently.

1) Go to CRM: From the main dashboard, click on the CRM app.



2) What is the Pipeline View?

The Pipeline View is part of the CRM module in Metro CRM. It displays sales opportunities (or leads) as cards that are grouped in columns representing different stages of your sales process (e.g., New, Qualified, Proposition, Won, Lost).



3) How It Works

  • Stages as Columns (Kanban Style):

    • Each column represents a sales stage.
    • You can customize these stages as per your business process.

  • Opportunities as Cards:

    • Each card represents a sales opportunity or lead.
    • Cards show essential information like customer name, expected revenue, assigned salesperson, etc.

  • Drag and Drop:
    • You can easily drag and drop cards from one stage to another to update the opportunity's status.

  • Quick Actions on Cards:



    • Schedule a meeting

    • Log a call

    • Send an email

    • Add internal notes

  • Color Coding & Tags:

    • Use color codes or tags to categorize or prioritize opportunities.


  • Filters & Group By:

    • Use filters (e.g., salesperson, tag, creation date) to focus on specific opportunities.

    • Group by different attributes (e.g., Salesperson, Company, Source).



  • Smart Buttons:

    • On the top of the pipeline, smart stats show metrics like total expected revenue, number of opportunities per stage, etc.





Example Use Case:

Stage

Opportunities

New

Opportunity: ABC Pvt Ltd

Qualified

Opportunity: XYZ Enterprises

Proposition

Opportunity: QRS Limited

Won

Closed Deals

Lost

Lost Opportunities

Kanban Stages at the Top:

These are the different sales pipeline stages:

  • New: Fresh leads or inquiries.

  • Qualified: Leads that meet initial criteria.

  • Proposition: Proposals or quotes sent to the client.

  • Won: Opportunities that have been successfully closed.

  • Lost: Opportunities that did not been closed successfully


To get more details to how can I create a new opportunity in Metro CRM​, please do contact us at  support@metrogroup.solutions