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
