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How can I create a new pipeline?

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Creating a Sales Pipeline
You can add or remove a sales pipeline only if you have administrative privileges.

Follow these steps to create a new sales pipeline:
  1. Log in to your CRM account.
  2. Click User Menu on the top right corner.
  3. Click Settings.
  4. Click Marketing & Sales.
  5. Click Pipelines & Stages
  6. Click Add Pipeline.
  7. Fill in the following fields in the Create Pipeline block:
    1. Pipeline Name: Name of the pipeline.
    2. Pipeline can be assigned by: Enter or Select Roles that are allowed to assign the pipeline.
    3. 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:
  1. Click Add Sales Stage to add a new stage in the Sales Stage block.
  2. Fill in the following fields in the pop-up:
    1. Sales Stage: Name of the sales stage
    2. Probability: Percentage value for the sales stage
    3. Sales stage can be assigned by: Roles that are allowed to assign the sales stage
    4. Select Color: Choose a color to highlight the sales stage. (You can choose a custom color.)
  3. Click Save to add the new sales stage to the pipeline.
  4. Rearrange the values to suit your business’ sales process by dragging and dropping them. 
  5. Click Save.

To know more about the Sales pipeline, click here.
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