Create a Pipeline

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

Role(s)

• 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