Create and Customise PipelinesUpdated 2 months ago

Let’s say you find that our generic sales pipeline doesn’t quite fit your workflow. Maybe you prefer different terminology or just want to keep things to 3 clear stages instead of 6. With One Good Card, you can customise your own sales pipeline — or even create multiple pipelines for different purposes. Whether you're in sales, PR, consulting, or a creative field, you can make the system work your way.

What is a Sales Pipeline?

A pipeline is the overall flow your deals move through — from first contact to closing. Each pipeline is made up of deal stages, like “Lead In”, “Negotiation”, or “Won”.

• Create multiple pipelines (e.g., B2B, partnerships, internal projects)
• Define your own stages per pipeline
• Streamline your deal tracking

Create Pipelines for Different Uses

You can set up separate pipelines for:

• Different services (e.g., PR campaigns vs. media training)
• Different workflows (e.g., client sales vs. sponsorship deals)

This keeps things organised, focused, and easy to manage at a glance.

How to Create and Customise Pipelines & Deal Stages

1. Log in to your One Good Card account.
2. Go to Deals & click on Settings at the Top Right.
3. Select Manage Deal Stages (Pipeline).
4. Under the Dropdown Menu, click Create New Pipeline.
5. Give this pipeline a custom name — e.g. “Client Projects”, “Event Leads”, or “Enterprise Sales”.
6. Customise or add new deal stages accordingly. Examples:
   • Stage 1: New Lead
   • Stage 2: Meeting Scheduled
   • Stage 3: Proposal Sent
   • Stage 4: Deal Won
7. Click Create New Pipeline to Save.

Frequently Asked Questions