Pipelines automate processes within your business workflows. They let you set up structured sequences of actions that guide leads or customers through predefined stages, keeping communication consistent throughout.

You can find the Pipelines section under the Opportunities tab, where you can create, modify, and delete pipelines as needed.

Pipeline List

The pipeline list shows all your created pipelines in one organised place.

Actions Menu

Click the three-dot icon to open the actions menu, which gives you the following options:

  1. Edit: Opens the editing panel so you can modify an existing pipeline.
  2. Duplicate: Creates a copy of your pipeline.
  3. Manage permissions: If you don't want to share a pipeline with the whole team, you can adjust access here.
  4. Copy Link: Copies the pipeline stages link to your clipboard.
  5. Delete: Removes the pipeline.

Create New Pipeline

To create a new pipeline, click the "+ Create New Pipeline" button in the top-right corner. You'll be prompted to name your pipeline, add stages, and configure display options for the stage funnel chart and stage pie chart.

Pipeline Name

Give your pipeline a name based on its purpose or lead source, such as "Google Ads," "Facebook Ads," or "Website Leads."

Stage Name

Stages represent the steps in your pipeline. Name each one to reflect the lead's progress, such as "New Lead," "Registered," or "Paid."

  • + Add Stage: Click this button to add and name a new stage.

Actions

The Actions section lets you manage the following for each stage:

  1. Stage Funnel Chart: Check this option to include or exclude the stage from dashboard funnel charts.
  2. Stage Distribution: Check this option to include or exclude the stage from the dashboard's stage attribution charts.
  3. Delete Stage: Click the garbage can icon to permanently delete a stage.

Pipeline Display Colors

Pipeline stages are plain by default, but you can assign colours to each one using the coloured dot or background tint options for better visual clarity.

When you select one of these options, click the Stage color box to open the selector and choose your colour.

Save/Cancel

Click "Cancel" to discard your changes, or "Save" to save them and add the pipeline to your list.

With these tools, you can streamline your business workflows and guide leads or customers through every stage with confidence.