Pipeline settings

Pipelines and their stages.

Who can use this page

Who: people with the Vector (CRM) Admin role. Vector access is set per person and is separate from your other roles.

Pipeline settings is where Admins set up how deals move through Vector. It has three tabs.

Stages

Pick a pipeline on the left, or create a new one. You can name it, describe it, and make it the default pipeline. A pipeline you no longer need can be archived.

For the selected pipeline, add stages and drag to reorder them. Each stage has a name, a colour and a type:

• Normal: an ordinary step.
• Won: deals that reach it are marked won.
• Lost: deals that reach it are marked lost, and the person moving it must give a reason.

A stage that still has deals can't be deleted.

Custom fields

Add your own fields to contacts, companies or deals. Choose Applies to, a name, a type and whether it is Required. Deleting a field removes every value stored in it.

Email senders

Connect the Gmail accounts Vector sends from. Enter the sender name, address, SMTP host and port, and a 16-character Google app password (not your account password). Each sender has a Daily send limit and shows how many were sent in the last 24h; it stops when the limit is reached. Removing a sender keeps the history of emails already sent.