Set up pipelines, sources and templates

Shape the CRM to how you sell — your own stages and pipelines, lead sources and categories, and reusable email and WhatsApp messages.

Before you start: CRM settings apply to your whole organisation.

1Open CRM settings

Go to CRM → Settings. The tabs cover Custom Fields, Table Views, Lead Types, Sources, Priorities, Pipelines, Templates and Integrations.

Scalar360 screen: Open CRM settings — Numbered outlines show what to click, in order.

2Edit a pipeline's stages

On Pipelines, pick a pipeline, then rename stages, drag them into order, hide the ones you don't use or set a Win % for the forecast. Choose Add stage for a new one and Save stages when you're done.

Scalar360 screen: Edit a pipeline's stages — Numbered outlines show what to click, in order.

3Add a lead source

On Sources, choose Add source, type a Source name — such as Google Ads or Trade fair — and choose Add source in the dialog. Lead Types and Priorities work the same way.

Scalar360 screen: Add a lead source — Numbered outlines show what to click, in order.

4Manage outreach templates

On Templates, see your email and WhatsApp messages. Choose Add samples to load a ready-made set, or New template to write your own.

Scalar360 screen: Manage outreach templates — Numbered outlines show what to click, in order.

5Write a template with variables

Give it a Template name, choose Email or WhatsApp, and write the Subject and Message. Click a variable such as {{firstName}} to insert it — it's filled in for each lead when you use the template. Choose Save template.

Scalar360 screen: Write a template with variables — Numbered outlines show what to click, in order.

Move deals through the pipelineSee every open deal by stage on a Kanban board, drag leads forward as they progress and keep an eye on the value in each stage.Automate follow-up workCreate rules that add tasks, notes and notifications, send emails, assign leads or change stages automatically when leads are created, change stage or go quiet.Log calls, meetings and notes on a leadKeep a full history of every conversation with a lead, plan the next tasks and move the deal along — all from the lead's page.

Still stuck? Contact our support team — or start a free trial to try this in your own company.