How to build Sales Pipeline in Krayin ?

With an Open Source CRM like Krayin CRM, you can build the sales pipelines for your deal. A sales pipeline is the set of opportunities and actions that sellers leverage to close a deal.

The pipeline also refers to where prospects are in the purchasing process. Let’s discuss “How to build the sales pipeline in Krayin CRM?”

What is a Sales Pipeline?

Sales pipelines represent various stages where your sales reps can track the progress of leads. These stages may vary based on industry, but the typical structure remains consistent.

Common Sales Pipeline Stages

• Lead Generation
• Follow-up Lead
• Prospect Lead
• Negotiation of Lead
• Won / Lost Lead

Lead Generation

Lead generation is the process of capturing interest in a product or service to build the sales pipeline. A strong lead generation strategy ensures business growth.

Follow-up Lead

Lead follow-up is the process of reaching out to the lead who has enquired about your brand or services. There are various methods to follow up the leads, like call, email and schedule a meeting.

Prospect Lead

These are qualified leads who have entered the sales process and engaged in communication with your team.

Negotiation

Here, sales reps discuss pricing and services with the client to finalize the deal.

Won / Lost

This final stage records the outcome—whether the deal is successfully closed (won) or lost.

How to Create a Pipeline in Krayin?

You can build a pipeline using two methods in Krayin CRM.

Method 1: Create from Settings

• Go to Dashboard ⇾ Settings ⇾ Pipelines
• Click Create Pipeline

Now fill in the required details:

• Name: Enter pipeline name
• Rotten Days: Define age of lead before it becomes stale
• Mark as Default: Set pipeline as default if needed
• Stages: Add stage names and set probability (%)

Click Save Pipeline once completed.

Method 2: Create from Leads Board

• Go to Leads section
• Click the Pipeline dropdown on top right
• Select Create New Pipeline

Rotting Days & Lead Status

Rotting Days: In Krayin CRM, leads age from their creation date. If not updated within a set period, they are marked as rotten, indicating reduced chances of conversion.

If a lead stays in the same stage beyond 30 days, it shows a red warning icon (⚠️), helping users quickly identify stale leads that need attention.

Filter Your Pipelines

You can search for pipelines by name and default status using the filter option.

Edit & Delete Pipelines

You can edit stage names, probabilities, or rotting days using the pencil icon. Deleting a pipeline will move its leads to the first stage of the default pipeline.

• If a pipeline is deleted, its leads are reassigned to the first stage of the default pipeline.
• If a stage is deleted, associated leads are moved to the new stage.

Why Use Multiple Pipelines?

Krayin CRM allows you to manage multiple pipelines—useful for teams handling different products, regions, or processes. You can create custom stages for each pipeline to reflect distinct workflows.

That’s all about “How to Build Sales Pipeline in Krayin CRM.”

Hope this is helpful for you. If you have any issues, feel free to raise a ticket at https://webkul.uvdesk.com/en/.