# [Sales Pipeline]

Published 2026-10-09

> Sales — Manage Deals, Pipelines, and POS Orders The Sales plugin helps you manage your sales process, from deal tracking to point-of-sale orders. It has two main areas: Sales Pipeline and POS . Sales Pipeline The Sales P

**Sales — Manage Deals, Pipelines, and POS Orders**

The **Sales** plugin helps you manage your sales process, from deal tracking to point-of-sale orders. It has two main areas: **Sales Pipeline** and **POS**.

## **Sales Pipeline**

The Sales Pipeline section lets you create boards and pipelines to track your deals through different stages.

### How to open Sales Pipeline settings

1.  In the left sidebar, click **Plugins**.
2.  Select **Sales**.
3.  Click **Sales Pipeline**.

You can also go to **Settings → Sales → Deals**.

### Boards and Pipelines

The **Boards & Pipelines** page shows all your sales boards. Each board can contain multiple pipelines.

-   **Boards:** Groups of pipelines
-   **Pipelines:** Specific workflows for deals
-   ![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/78a548c2-d32c-443f-c7be-e5d3d987f600/public)
    

To create a new board, click the **+** icon next to **Boards**.

To create a new pipeline, click the **\+ Add Pipeline** button at the top right.

### Creating a new pipeline

1.  Click **\+ Add Pipeline**.
2.  The **Add Pipeline** panel opens with four tabs: **General**, **Stages**, **Product Config**, and **Properties**.

#### General tab

Fill in the basic pipeline settings:

-   **Name:** Pipeline name
-   **Visibility:** Public or Private
-   **Board:** Select the board this pipeline belongs to
-   **Tag:** Add tags
-   **Branches:** Select related branches
-   **Departments:** Select related departments
-   **Number Configuration:** Set the starting number and attribution
-   **Name Configuration:** Configure how deal names are generated
-   **Users eligible to see all deals:** Choose users who can view all deals
-   ![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/0e878352-b91c-426a-546e-3ddbb7fc0e00/public)
    

#### Stages tab

Click the **Stages** tab to add and manage pipeline stages.

1.  If no stages exist, click **\+ Add Stage**.
2.  For each stage, fill in:
    -   **Stage Name**
    -   **Probability**
    -   **Status**
    -   **Visibility**
    -   ![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/0169484a-4f9e-4ed5-82de-e2456910d700/public)
        

You can add multiple stages to represent your sales process.

![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/cb7908c7-3432-4ce7-44d2-20ea4c9e6a00/public)

#### Product Config tab

Click the **Product Config** tab to configure product-related settings.

-   **Initial Product Categories:** Choose default product categories
-   **Pipeline Exclude Products:** Exclude certain categories or products
-   **Payments:** Select payment methods
-   **Other Payment:** Add custom payment types
-   ![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/baac9b17-d2f3-43aa-f443-3ac6114c3400/public)
    

You can add custom payment methods with type, title, icon, config, and score campaign.

![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/942c158e-b046-47f4-ae59-a51ad62a7200/public)

#### Properties tab

Click the **Properties** tab to configure custom properties and relations for deals in this pipeline.

![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/fa94c58f-075e-4d4d-95a4-1996c4ea9400/public)

### Pipeline created

After filling in all tabs, click **Create**. The new pipeline will appear in the Boards & Pipelines list.

![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/13491d56-06ae-4ac9-b19a-a2748b72f100/public)

### Using the Sales Pipeline

Once your pipeline is ready, go to **Sales → Sales Pipeline** to view the board.

Deals are displayed as cards in columns based on their stage. You can drag and drop cards between stages.