How to set up your sales pipelines

A pipeline is the path a sale follows, from lead to won or lost. You can have several: one for wholesale, one for opening new points of sale, one for projects. Each deal lives in exactly one.

Create a pipeline

1. Go to CRM › Setup › Pipelines and stages.
2. Under Add a pipeline, pick the template closest to how you sell: Selling to businesses, Distribution and new points of sale or Projects and services.
3. Click Create. Nori builds the pipeline with its stages and leaves you on the screen to adjust it.

You can also get there from the board: CRM › Sales pipeline › New pipeline.

Adjust the stages

On the pipeline screen (Set up):

• The pipeline's Name and Description.
• Days for "no activity": a deal that goes that many days without anyone logging anything is flagged on the board.
• Default: the pipeline new deals go to when you don't choose one (for example, deals created from the app or by an automation).
• Active: turn it off to stop using it without losing its history.

Each stage has:

Use Add stage, Up and Down to arrange them, and Remove stage to delete one. Save when you're done.

Why: in SAP Business One, opportunity stages are a single list for the whole company. In Nori each pipeline has its own, and a stage can advance on its own with the quote, order or invoice you created in Nori.

Rules Nori checks when you save:

• There must be at least one open stage, and at most one won and one lost stage.
• Each Move here when option can be on one stage only.
• A stage with deals can't be removed: move its deals first.
• A pipeline with deals can't be deleted: deactivate it.

Loss reasons

When you mark a deal as lost, Nori asks for the reason. That way you can see later why deals are lost (the CRM dashboard adds them up).

1. Go to CRM › Setup › Loss reasons.
2. Some come ready: Price, Chose a competitor, No budget, No response and others. Add your own or deactivate the ones you don't use.

Tags

Tags let you filter the board and work as a condition or action in an automation (for example, "Expo 2026" or "Government customer"). Create them in CRM › Setup › Tags.

If you don't see…

• The CRM menu: your role has no deal permissions. Ask your administrator to grant them in Users and security › Roles and permissions.
• Pipelines and stages: you need the pipelines and stages permission, which usually only the CRM administrator has.
• A pipeline on the board: check that it is Active. Use Switch pipeline to choose which one to see.
• The deal moving on its own: check that the stage has its Move here when and that the quote is linked to the deal (see How to follow up on a deal).