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Create a New Pipeline

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Bytimothy A
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Overview:
To create a pipeline, define its stages, add items or contacts, and track their progress through each stage. This helps you organize workflows, monitor progress, and identify bottlenecks efficiently.
Follow these steps to create a pipeline: 
Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section.  
Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section.
Step 2: Click on the ‘+ Create’ button. A drop-down will appear, then select New Pipeline. 
Step 2: Click on the ‘+ Create’ button. A drop-down will appear, then select New Pipeline.
Step 3: Enter the pipeline title, choose either a custom pipeline or a template, and then click Next. 
Step 3: Enter the pipeline title, choose either a custom pipeline or a template, and then click Next.
Step 4: On the next screen, click the ‘Add Stage’ button to create each stage and name them individually, then click Next. 
Step 4:On the next screen, click the ‘Add Stage’ button to create each stage and name them individually, then click Next.
Step 5: On the next screen, you can add users who have access to the pipeline you are creating. You can add users, edit the stages they have access to, and set their access level. 
Step 5: On the next screen, you can add users who have access to the pipeline you are creating. You can add users, edit the stages they have access to, and set their access level.
Step 6: Finally, click on the ‘Create Pipeline’ button. 
Step 6: Finally, click on the ‘Create Pipeline’ button.

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