Learn how to efficiently create and manage pipelines in Opportunities section. Follow this detailed guide to set up stages, customize visibility, and edit your pipeline settings to streamline your workflow. Perfect for users aiming to optimize their sales and task tracking!
1. Start by navigating to the Opportunities section.
2. Next, access the Pipelines section to proceed.
3. Now, click to create a new pipeline.
4. Enter the name of your new pipeline.
5. Add a name for the initial stage of your pipeline.
6. If adding another stage, click Add Stage.
7. Input the name for the second stage of your pipeline.
8. Customize stage pie chart and funnel chart visibility and additional settings here.
9. Toggle visibility settings for your pipeline on dashboard views.
10. Once finalized, click Save to store your pipeline settings.
11. To edit your pipeline, simply click the pencil icon.
12. Alter the settings of your pipeline as necessary.
13. Add more stages to your pipeline if required.
14. Don't forget to save all changes to your pipeline.
15. Return to the Opportunities tab to view your pipeline.
16. Click here to reveal all your available pipelines.
17. Your newly created pipeline is now listed and ready for use.
