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 you can easily create a new pipeline, or make changes to existing ones.

Step 1: Accessing the Pipelines page

Navigate to Settings > Pipelines
Here you’ll see a list of all your existing pipelines.
You can 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.

NOTE: you can determine whether or not each individual stage is visible in the pie chart and funnel chart, as well as choose if the entire pipeline as a whole is visible or not.

Using the arrows next to each stage, you can modify the order.
Continue adding as many stages as you’d like.



Click [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.

Updated on: 09/09/2021