Pipeline Settings

Stages, automations, and approval triggers per pipeline. Fully configurable — not a rigid Salesforce-style flow.

Dongfeng Vehicle Sales Pipeline

Default pipeline

  1. 1New Lead
  2. 2Contacted
  3. 3Test Drive Scheduled
  4. 4Test Drive Completed
  5. 5Negotiation
  6. 6Deposit Collected
    Deposit modal
  7. 7COE Registration
  8. 8Final Agreement Generated
    Opens agreement builder
  9. 9Pre-Delivery Works
  10. 10Delivered
    Activates warranty
    Won
  11. 11Lost / Cancelled
    Lost
Custom deal fields

Add custom fields to deals — text, number, dropdown, date, checkbox, currency, user selector, vehicle selector.

COE Bid Type
Configured
COE Status
Configured
Deposit Amount
Configured
Sales Leader Approval
Configured
Finance Option
Configured
Expected Delivery Month
Configured
Lead Source
Configured