How to Create and Edit Pipelines

Using the Pipelines feature, you can more efficiently manage your leads for your business. This tutorial will show you how you can easily create a new pipeline, or make changes to existing ones.

Step 1: Accessing the Pipelines page

• Navigate to Settings > Pipelines

• Here you’ll see a list of all your existing pipelines.

• You can click the Edit or Delete icons to make changes or delete a pipeline.

• Click the green button to add a new pipeline

Step 2: Adding a New Pipeline

• Click the +Create new Pipeline button

• Fill out the information in the popup window.

• Give the pipeline a name, add stages, and choose the visibility.

  • NOTE: you can determine whether or not each individual stage is visible in the pie chart and funnel chart, as well as choose if the entire pipeline as a whole is visible or not.

• Using the arrows next to each stage, you can modify the order.

• Continue adding as many stages as you’d like.

• Save to confirm your changes.

• Now this newly added pipeline will appear on your Pipelines page.

• You can click the edit icon to make any additional edits.