How to Create and Customise Your Sales Pipeline?
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”.
With One Good Card, you can:
- 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
- Log in to your One Good Card account.
- Go to Deals & click on Settings at the Top Right
- Select Manage Deal Stages (Pipeline)
- Under the Dropdown Menu, Click Create New Pipeline
- Give this pipeline a custom name — e.g. “Client Projects”, “Event Leads”, or “Enterprise Sales”.
-
Customise or add new deal stages accordingly
- Examples:
- Stage 1: New Lead
- Stage 2: Meeting Scheduled
- Stage 3: Proposal Sent
- Stage 4: Deal Won
- You can fully tailor these to your business style.
- Examples:
- Click Create New Pipeline to Save
Pro Tip: You can edit or rearrange stages anytime to reflect your evolving process
Once you've created and customised your sales pipeline, it's time to start adding your leads or deals.
Head over to this guide to learn how to get started.
Did we miss something?
Not to worry! Just email our support team at hello@onegood.team ✌️
