How do I create a new pipeline?

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:

Log in to your CRM account.
Click User Menu on the top right corner.
Click Settings.
Click Marketing & Sales.
Click Pipelines & Stages.
Click Add Pipeline.
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:

Click Add Sales Stage to add a new stage in the Sales Stage block.
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.)
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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How do I create a new pipeline?

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