This article will guide you through adding a new Pipeline to your database.
- Hover over Leads in the header menu.
- Click on Pipeline Settings in the button left corner.
- You will now be taken to the Add Pipeline screen:
- Title - the name of the Pipeline.
- Active - tick this box for the Pipeline to be active and visible for Leads. You can deactivate Pipelines when they are not needed.
- Description - provide a description for the Pipeline.
- Statuses - select the statuses that you want available.
- You can add an additional status by clicking on the plus icon to the right of a status.
- You can re-order your statuses by dragging and dropping using the hamburger menus to the left of each status.
- Click on the green Save Pipeline button.
Note: If Pipeline option is not available, you do not have permission to access this function in the software, please contact your manager or you can submit a request to Arosoftware regarding adding a module to your account : Click here