CRM / Manage
Settings
How Brightwave Wholesale works: pipelines, fields, messaging, calendars and who has access.
Pipelines
Each pipeline is a board of stages for one kind of deal.
Edit pipeline
Wholesale accounts
New cafés, offices and grocers, from first inquiry to the first standing order.
Stages
Win probability weights the forecast- 1.7 deals%
- 2.11 deals%
- 3.7 deals%
- 4.3 deals%
- 5.2 deals%
- WonClosed won
- LostClosed lost