New Pipeline Editor: Define Stage Durations, Add Reasons, and Set Stage Statuses With Ease
The new Pipeline Editor gives you more control over how your sales stages are created, managed, and tracked on Refrens.
What's New?
1) Set Stage Durations
Define how long a lead is expected to stay in each stage. For example, you can set a duration of 2 days for “Contacted” or 5 days for “Proposal Sent.”
This helps your team follow a clear sales timeline and identify leads that may need timely follow-up.
2) Manage Stage-Specific Reasons at the Pipeline Level
You can now manage reasons directly from the Pipeline Editor drawer - making it easier for admins to standardize reasons for each stage, so sales teams can select the right options while updating leads.
3) Set Status for New Stages
When adding a new stage, you can now set its status as Open, Lost, or Not Serviceable.
Multiple Closing Stages in CRM Pipeline
We have multiple stages that are required to be removed from daily activities but should not be regarded as "Lost" or "Not Serviceable". We need an option to add more closing stages while editing stages in a pipeline. Currently, we can only add Open-category stages. For example: Closed: Lost to Competitor and Closed: Lost internal are both negative closing stages
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