FAQs in this section
How can I extend my trial period?
How can I logout from Vtiger CRM?
What is a sales pipeline?
What is the Standard pipeline?
Can I have multiple pipelines in Vtiger CRM?
Can I reuse stage names across pipelines?
Can I delete a pipeline?
Can I restore a deleted pipeline?
Can I delete a sales stage?
What are the limitations on custom stage names?
What is the maximum number of pipelines I can set up?
What is the maximum number of sales stages I can have in a pipeline?
What changes are allowed on the Standard pipeline?
What are the benefits of having multiple sales pipelines?
What are record-level analytics?
How can I create charts under record-level analytics?
How can I create a list under record-level analytics?
How can I get key metrics for a record by using record-level analytics?
What actions can I perform on record-level analytics?
How can I update a CRM record?
Can I get a demo of V8?
What is Quick Create?
How can I use Quick Create?
What are the benefits of using Quick Create?
How can I access settings in Vtiger CRM?
How can I change my CRM settings?

How can I create a new pipeline?

Note: You can add or remove a pipeline only if you have administrative privileges.

Follow these steps to create a new sales pipeline:
  1. Click your profile icon displayed on the top right corner.
  2. Click Settings.
  3. Click Marketing & Sales.
  4. Click Pipelines & Stages
  5. Click Add Pipeline in the Pipelines page.
  6. Fill in the following fields in the Create Pipeline block:
    • Pipeline Name: Name of the pipeline.
    • Pipeline can be assigned by: Enter or Select Roles that are allowed to assign the pipeline.
    • Description: A short description of the pipeline.
  7. You can use the default stages for the new pipeline or add new stages by following the steps below.
  8. Click Add Sales Stage to add a new stage in the Sales Stage block.
  9. Fill in the following fields in the pop-up:
  10. Sales Stage: Name of the sales stage
    • Probability: Percentage value for the sales stage
    • Sales stage can be assigned by: Roles that are allowed to assign the sales stage
    • Select Color: Choose a color to highlight the sales stage. (You can choose a custom color.)
  11. Click Save to add the new sales stage to the pipeline.
  12. Rearrange the values to suit your business’ sales process by dragging and dropping them. 
  13. Click Save.
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