Creating a Pipeline & Stages

Create a New Pipeline

1. Go to Deals from the left-hand menu.
2. Click the Gear icon in the top-left corner.
3. View all created pipelines; a default pipeline will always be there.
4. Click the (Plus) button in the top-right corner.
5. Enter the Pipeline Name to create.
6. Click Save.

Add or Edit Stages in a Pipeline

1. Click the Gear icon in the Deals Page view all pipelines.
2. Click the name of the pipeline you wish to add/edit stages.
3. View current pipeline stages (Name, Status, Probability, etc...).
4. Add, edit, or delete stages as needed:
1. To Create a new Stage: Click the (Plus) button in the top-right corner.
2. To Edit a current Stage: Click the (Pencil) to the right.
5. Select Name, Stage Status, Select Probability of Close for the stage.