Create a Pipeline

The goal of this tutorial is to show you how to create a Pipeline


  • Admin
  • Editor
  • Team Lead

How To Create a Pipeline

  1. Select Settings from the Toolbar
  2. Click Pipeline under Configuration
  3. Click Add 
  4. Create a Label and Description to identify the stage
  5. Click Create then Save after creating all relevant stages
    • A green window will appear confirming you have successfully saved the Pipeline stages

How to Edit or Remove an existing stage in Pipeline

  • Click and drag the two lines next to a stage to move it’s position in the Pipeline
  • Click Edit next to a stage to revise an existing label or description
  • Click Delete next to a stage to remove it from the Pipeline

How Users will add an opportunity and move stages

Was this article helpful?

Related Articles