1. Click "Pipelines"
2. Click "Pipelines"
3. Click "Create new pipeline"
4. Pipeline Name
When creating a new pipeline, it's essential to assign names that reflect their purpose or the source of the leads.
5. Stage Name
Each pipeline is composed of several "Stages" that reflect unique steps in your overall process. You should label your stages according to the particular phase of the process that your leads or customers are in. For instance, in a sales pipeline, stages such as "New leads," "Registered," and "Paid" can be utilized.
6. Pipeline Pie Chart Action
Toggling this button allows you to choose whether to display this pipeline stage in your CRM dashboard pie charts for reporting purposes, or hide it from view.
7. Pipeline Funnel Chart Action
Toggling this button enables you to choose whether to display this pipeline stage in your CRM dashboard funnel charts for reporting purposes, or hide it from view.
8. Delete Stage Action
To delete a stage, click on the garbage can icon. Please note that once you delete a stage, it will be permanently removed from the pipeline.
9. Add Stage
To add a new stage, click on the "+ Add Stage" button and give the stage an appropriate name.
10. Visible in Funnel Chart
Toggling this button allows you to choose whether to display this stage in your CRM dashboard funnel charts for reporting purposes, or hide it from view.
11. Visible in Pie Chart
Toggling this button allows you to choose whether to display this stage in your CRM dashboard pie charts for reporting purposes, or hide it from view.
12. Click "Save"
