Add New Pipeline

You can create an unlimited number of pipelines. To add a new pipeline, click 'Dashboard' or 'Deal' to navigate to the Deals page. Click the pipeline dropdown and click the 'Create New Pipeline' button.

The 'Add New Pipeline' modal will open. You will need to provide the following information:

Component Explanation:

Stages represent the steps included in your pipeline or sales process, they are presented in columns as deals progress through stages, they move from left to right. You can add other stages, and there is no limit to the number of stages that you can have in your pipeline.

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