How to Create and Edit a Pipeline

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.

• 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
  

• 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.
  

• Save to confirm your changes.
  
• Now this newly added pipeline will appear on your Pipelines list under Settings > Pipelines.
  
• You can click the edit icon to make any additional edits.
  

• You will find your newly created Pipeline under “Opportunities” on the main menu.