Sales

Understand and configure the sales pipeline

Pipeline settings define the stages of sales work. Changes can affect opportunities across your team.

♪ Owner, Admin, Sales Supervisor ♪# 5, 8 minutes #Last checked October 13, 2026.

Supplies record: Some actions depend on role and data conditions, and have not been tested by saving / sending data. Use this as a check guide, instead of proof of transaction testing.

Before you start

You have Sales configuration permission and the owner's approval of the sales process.

Step-by-step instructions

Follow these steps in order. You can keep this guide open while working in another Tautiva tab.

Open Sales and click on Pipeline settings at the top of the page.
In the Pipelines panel, select the pipeline you want to check, for example, Sales.
Check the Name, Status, and Default pipeline indicator before planning any changes.
Scroll to Stages to view each stage along with Name, Probability %, Order, and Status.
Note: Probability % is only a weight for reporting, not a definite prediction that a transaction will occur.
If the company approves the changes, save using the Save pipeline control or Save at the correct stage according to your access rights.
Reopen the Sales Board or List to check if the stages and status match the company's policies.

Open the page in Tautiva

PRACTICAL EXAMPLE

Example from daily work

Example: the company has stages such as New, Qualified, Proposal, and Won. The supervisor checks the sequence and Probability % weight without changing the configuration during the audit.

This is a fictional training example. No real customer data was used.

The real view of Sales in Tautiva, recorded October 13, 2026. — Screenshot of Tautiva application taken at October 13, 2026; sensitive information is disabled if there are. Screen settings can change with screen sizes and product updates.

Expected result

The pipeline structure is understood and can be reviewed. No production configurations were changed during the creation of this guide.

Important notes

Do not create a new pipeline just to try out the button.
Archiving hides the pipeline from daily work, but old opportunities are still recorded.
Order sets the display order of stages, not customer priority.

If something goes wrong

Pipeline settings do not appear: check account permissions and active Sales module.
Cannot Save: check required columns, duplicate names, and configuration authority.

This guide describes the interface reviewed on 13 October 2026. Documentation testing did not send real messages, invite users, process payments, or modify real customer records.