1. How to add new presales pipeline stages in PreSkale?


Step 1: Click on the "Add New" Button.


Step 2: Bulk add all presales pipeline stages separated by commas in the given text box and click on the "Add" button. 


Step 3: Re-check the list of presales stages and Confirm to add new stages in PreSkale.


2. How to manage multiple CRM pipelines ?


Under the CRM section within the Pipeline settings, Admins can enable and disable only relevant CRM pipelines for PreSkale Users. If a CRM pipeline is disabled, the deals from the pipeline is not accessible within PreSkale.


2. What is Configure Default Pipeline ?


Admins have the control to setup a default pipeline for the PreSkale Users. On selecting this, by default, any user would be either view the CRM stage view or the Presales stage view on log-in.