Start from an industry pipeline template

What you get at sign-up

The Industry you choose when you sign up decides your starting stages and call outcomes. Custom fields and scripts are not added at sign-up; they come with a template you apply yourself. You can change the industry later in Settings → Organization, which changes the template marked as recommended but does not alter your pipeline.

Open the templates

Setup → Pipeline → Start from a template. Each template shows how many stages, outcomes, fields and scripts it holds, and the one for your industry is marked “Recommended for your industry”. Templates are maintained by LumaKol, and the list grows as more are published.

• Finance & lending — loan pipeline: enquiry to eligibility, documents, sanction and disbursal, with loan type, amount, income and employment fields
• Healthcare — patient enquiries: enquiry to appointment, visit and treatment, with department, preferred doctor and appointment date
• Automotive — dealership sales: enquiry to test drive, quote and finance, and booking, with model, budget, exchange car and purchase timing
• Travel & hospitality — trip bookings: enquiry to itinerary, quote, negotiation and booking, with destination, dates, travellers and budget
• IT services & B2B — deal pipeline: discovery call, demo, proposal and negotiation, with company size, service of interest, deal size and decision date
• E-commerce & retail — order follow-up: contact, interest, payment link and order, with product, order value and where the lead came from

Choose what to bring in

Four switches decide which parts of the template are applied: Pipeline stages, Call outcomes, Custom fields and Call scripts. Leave a part off if you have already shaped it the way you like. Then press Use this and confirm with Apply template.

What applying changes

Applying a template adds; it never removes. Your leads stay where they are, so you can apply one on a busy workspace.

• Stages with the same key are updated to the template’s name, colour, chance to win and order; new stages are added; your other stages stay, after the template’s
• Outcomes, custom fields and scripts are added only when they do not exist yet — your own are left exactly as they are

Switching to another template

Apply a different template at any time and it is layered on top of what you have. Then tidy up on the Pipeline and Call outcomes pages: rename, reorder or remove the stages and outcomes you do not need. A stage that still holds leads keeps them until you move them.