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Setting Up Your Pipeline

Setting Up Your Pipeline

Section titled “Setting Up Your Pipeline”

A sales pipeline gives you a visual overview of where every deal stands. In HARi CRM, pipelines are powered by the Business Process Flow (BPF), which guides your team through each stage with required fields and clear next steps.

What is a Business Process Flow?

Section titled “What is a Business Process Flow?”

A BPF is a step-by-step guide attached to an entity (like Opportunities). Each step represents a stage in your process (e.g. Qualification, Proposal, Negotiation, Won). At each stage, you can define which fields must be filled in before the deal can move forward.

Creating Your First Pipeline

Section titled “Creating Your First Pipeline”
  1. Go to Settings > Entities and select Opportunity (or the entity you want to add a pipeline to)
  2. Click the Business Process Flow tab
  3. Click New BPF and give it a name (e.g. “B2B Sales Pipeline”)
  4. Add your stages by clicking Add Stage for each step in your process

Defining Stages

Section titled “Defining Stages”

For a typical B2B pipeline, you might create these stages:

  1. Lead In — A new opportunity has been identified
  2. Qualification — Confirm the prospect has budget, authority, need, and timeline
  3. Proposal — Send a formal proposal or quote
  4. Negotiation — Discuss terms, handle objections
  5. Closed Won or Closed Lost — Final outcome

For each stage, give it a clear name that your team will understand immediately.

Setting Required Fields per Stage

Section titled “Setting Required Fields per Stage”

This is where HARi’s BPF becomes powerful. For each stage, you can specify which fields must be completed before a deal can advance.

  1. Select a stage in the BPF editor
  2. Click Add Required Field
  3. Choose from the entity’s fields (e.g. at the Qualification stage, require “Budget” and “Decision Maker”)
  4. Save the BPF

When a sales rep tries to move a deal to the next stage, HARi checks that all required fields are filled. This ensures your data stays clean and your process is followed consistently.

Viewing Your Pipeline

Section titled “Viewing Your Pipeline”

Once the BPF is configured, switch to Kanban view on the Opportunity list to see your pipeline as a visual board. Each column represents a stage, and you can drag deals between columns.

Next Steps

Section titled “Next Steps”