Pipelines are a crucial feature, designed to automate various processes within your business workflows. They allow you to establish structured sequences of actions that guide leads or customers through predefined stages, ensuring efficient communication and consistent engagement.

Access the Pipelines section from the Opportunities tab. Here, you can create, modify, and delete pipelines as needed.

Pipeline List #

View and access all created pipelines in the pipeline list, which provides a comprehensive and organized overview.

Actions Menu #

Indicated by the three-dot icon, the actions menu allows you to access the following options:

• Edit: This opens the editing module to modify an existing pipeline.
• Duplicate: Use this option to create a copy of your pipeline.
• Manage permissions: If you’ve created a pipeline you don’t want to share with the entire team, you can modify their access here.
• Copy Link: This option copies the pipeline stages link to your clipboard.
• Delete: To remove a pipeline, select this option.

Create New Pipeline #

To create a new pipeline, click the “+ Create New Pipeline” button in the top-right corner. Follow the prompts to name your pipeline, add stages, and configure display options for the stage funnel chart and stage pie chart.

Pipeline Name #

Assign a name to your pipeline 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 process. Name each stage 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 #

In the Actions section, you can manage various aspects of your stage:

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

Pipeline Display Colors #

By default, pipeline stages are uniform. However, you can assign colors to each stage by picking the colored dot or background tint options for improved visual clarity. When selecting one of these two options, click the Stage color box to open the selector and pick your desired color.

Save/Cancel #

To discard changes, select the “Cancel” button. To save your changes and add the pipeline to the pipeline list, click the “Save” button.

With these tools at your disposal, you will be better able to enhance your business workflows and guide leads or customers through every stage with precision.

Frequently Asked Questions #

Where do I create and manage pipelines? #

Access the Pipelines section from the Opportunities tab, where you can create, modify, duplicate, and delete pipelines.

How do I create a new pipeline? #

Click the “+ Create New Pipeline” button in the top-right corner, then name the pipeline, add stages, and configure your display options before saving.

What should I name my pipeline stages? #

Name each stage to reflect a lead’s progress through your process, such as “New Lead,” “Registered,” or “Paid.”

Can I control who has access to a pipeline? #

Yes. Use Manage Permissions in the three-dot actions menu to restrict a pipeline so it is not shared with your entire team.

How do I change the color of a pipeline stage? #

Choose the colored dot or background tint option, then click the Stage color box to open the selector and pick your desired color.

Can I duplicate an existing pipeline? #

Yes. Open the three-dot actions menu and select Duplicate to create a copy of an existing pipeline.