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 to easily create a new pipeline or change existing ones. 

Step 1: Accessing the Pipelines page

  • Navigate to Settings > Pipelines
  • Here you’ll see a list of all your existing pipelines.
  • 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.
    • NOTEyou can determine whether or not each stage is visible in the pie chart and funnel chart, as well as choose if the entire pipeline is visible.
  • 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.
 

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