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Create a Sales Pipeline

Icon admin
2 min read
Updated:
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Know where you stand. The sales pipeline allows you to set up the stages of your sales tailored to your business processes. You can track and monitor the progress of your deals throughout the simplified sales pipeline.

 

To create a sales pipeline:

1. Go to the Admin panel, under the Marketing & Sales settings, click ‘Pipelines’.

pipelines

2. Another way to do it is by navigating through the Deals tab, then click on ‘Manage Pipelines’. It will direct you to the Pipelines settings.

3. Click ‘Add New pipeline’.

pipeline

4. Name your Sales Pipeline (this is a required field).

pipeline

5. Add stages to your pipeline by clicking the ‘+’ icon.

stages

6. Click on the ‘Add Status’ button to assign a status to each of the stages of your pipeline depending on your business process (see below screenshot for example).

status

7. Once finalized, click on the ‘Save’ button.

save