Company Settings: sales pipelines
Last updated: May 6, 2026
Sales pipelines (Settings > Company > Pipelines): organize student database, visible in Students section. Add custom stages, edit, assign per office/team/role. Can be office-specific or company-wide.
Sales pipelines organize the student database and standardize the sales process across the team.
How to access
Settings > Company > Pipelines.
What pipelines do
- Organize the student database.
- Visible from the Students section of the platform.
- Standardize the sales process across team members.
Capabilities
- Add new pipelines. Click Add New Pipeline > define custom stages.
- Edit existing pipelines. Modify stages as needs evolve.
- Assign pipelines. Specific to team members, departments, or roles.
Office-specific or company-wide
Pipelines can be:
- Specific to one office.
- Visible to all offices and team members.
Useful when offices have different sales workflows or when standardizing across all offices.