Adding a New Pipeline

Adding a New Pipeline

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.

  • Click on Add Pipeline.

  • 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