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.