How do I customize my pipeline structure?

Go to CRM → Settings (gear icon top right). Here you can:

Pipelines create, rename, or delete — e.g. "SM Management", "Web development", "Coaching".
Stages per pipeline add, rename, reorder, or delete.
Set a color per stage for visual recognition.

Changes apply immediately to all leads in that pipeline. If you delete a stage, Senly asks where existing leads in that stage should go.

The Senly CRM is your sales pipeline: a Kanban board where each lead is a card and the columns are your stages (New → Co…

Go to CRM → Pipeline and click + Add lead (top right or in the first column). Fill in: - Name — contact person - Compan…

At the top of the New entry modal (both CRM lead and onboarding entry) there is a contact picker. Type a name, company, …

On the Pipeline board: drag the lead card from one column to another. The change saves immediately. Alternative: click …

Open the lead card and fill in the Value (€) field with the estimated contract amount. Then set Price frequency: - One-…

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