How can I create a new pipeline?
: You can add or remove a pipeline only if you have administrative privileges.
Follow these steps to create a new sales pipeline:
- Click your profile icon displayed on the top right corner.
- Click Settings.
- Click Marketing & Sales.
- Click Pipelines & Stages.
- Click Add Pipeline in the Pipelines page.
- 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.
- You can use the default stages for the new pipeline or add new stages by following the steps below.
- Click Add Sales Stage to add a new stage in the Sales Stage block.
- Fill in the following fields in the pop-up:
- 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.)
- Click Save to add the new sales stage to the pipeline.
- Rearrange the values to suit your business’ sales process by dragging and dropping them.
- Click Save.
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