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🎯 Pipelines → New Feature for Leads, Deals & Applications

Organize Your Workflows Your Way!​

What’s New​

We’ve introduced a powerful new Pipelines feature in Eduncy CRM that lets you fully customize how you manage Leads, Deals, and Applications —
each with its own independent workflows.

This update gives your team more control, flexibility, and visibility —
making it easier than ever to adapt the CRM to your exact business process.

Full Feature Overview​

Managing Leads, Deals, and Applications just got a major upgrade!
With the new Pipelines feature, you can now design and manage multiple, independent process flows
tailored to your organization’s structure — all from a clean, unified settings page.

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Here’s What’s New​

✅ Unified Access to Pipeline Settings​

Access Pipelines directly from the three-dot menu (⋮) on each page —
Leads, Deals, or Applications → [Page Name] Settings.
The Pipelines page now opens directly, displaying all pipelines, their stages, and actions.

✅ Custom Pipelines for Each Workflow​

Create dedicated pipelines for different services, markets, or academic years —
like separate pipelines for Language Course Leads vs. University Admission Leads,
or Applications 2025 vs. Applications 2026.

✅ Flexible Stage Management​

Add, rename, reorder, color-code, or delete stages to reflect your real business process.
In Leads, you can also set a stage as the End of Process, triggering a smart popup when a lead reaches it —
allowing users to either Convert to Deal or Transfer to Another Pipeline seamlessly.

✅ Effortless Reordering & Default Control​

Drag and drop pipelines or stages to reorder them by priority.
The system automatically assigns new records to your Default Pipeline,
keeping everything consistent and organized across modules.

✅ Bulk Actions for Efficiency​

Easily move multiple Leads, Deals, or Applications between pipelines in just a few clicks —
ideal for high-volume operations or seasonal campaigns.

✅ Smart Conversion Flow (Leads → Deals)​

When a Lead reaches its End-of-Process Stage, a popup appears allowing users to:

  • Convert to Deal — choose the target Deal Pipeline and Stage.
  • Transfer to Pipeline — move the lead to another lead pipeline and stage.

This ensures smooth transitions between sales stages without losing data or context.

✅ Unified Permissions & Settings Access​

All pipeline configurations are managed from the Settings of each module (Leads, Deals, or Applications).
Only users with proper access rights can create, edit, or delete pipelines —
ensuring secure and consistent management.

✨ This update makes Eduncy CRM more intuitive, flexible, and scalable —
giving education teams total control over every stage of their workflow,
from first contact to enrollment.

📘 Learn More​

For step-by-step instructions, explore our detailed guides: