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Opportunities basics

How to create a pipeline and its stages

In Opportunities › Pipelines, click Create pipeline, give it a name that isn't already in use, and add the stages in the order of your sales process. You don't need Won and Lost stages: they already exist as statuses.

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Before you start

  • You need a user with permission to create and edit pipelines (usually an admin). Without it, you'll see the list of pipelines but not the create button.
  • Have your process stages ready, in the order they happen. Example for a clinic: New inquiry, Appointment booked, Treatment plan sent, Payment received, In treatment.
Where to find it

Opportunities › Pipelines › Create pipeline

Step by step

Create the pipeline

  1. In the left menu, click Opportunities.
  2. At the top of the page, open the Pipelines tab.
  3. Click Create pipeline (top-right corner).
  4. Enter the Pipeline name, for example "Sales" or "Renewals". It must be different from every other pipeline in your account.

Add the stages

  1. Type the name of the first stage.
  2. Click Add stage to create the next one and type its name.
  3. Repeat until you have every stage in your process. Each stage needs a unique name within the pipeline.
  4. If a stage is in the wrong place, use the up and down arrows to move it.
  5. (Optional) Use the funnel and pie chart icons next to each stage to choose whether it shows up in the opportunities dashboard charts.
  6. (Optional) Pick a color for each stage and how it's shown: no color, colored dot or background tint.
  7. Click Save.
  8. Go back to Opportunities, pick the new pipeline from the list at the top and check that the columns appear in the right order.

Tips

  • Don't create "Won" or "Lost" stages: in every pipeline you can already mark an opportunity as won, lost or abandoned.
  • Keep stages few, each with a clear rule for moving forward.
  • You can also create a pipeline from the pipeline list at the top of the Opportunities board, using Create pipeline.

Common problems

  • I get an error when saving the pipeline name → There's already a pipeline with that name in your account. Choose a different name.
  • I can't save a stage → Two stages in the pipeline have the same name. Rename one of them.
  • I don't see the Create pipeline button → Your user doesn't have permission to manage pipelines. Ask your account admin.
  • The new pipeline doesn't show on the board → Select it from the pipeline list at the top of Opportunities and refresh the page.

Frequently asked questions

Can I rename the pipeline later?

Yes, as long as the new name isn't used by another pipeline in the account.

How many pipelines can I have?

You can create one pipeline per business process (sales, renewals, after-sales…) and switch between them at the top of Opportunities.

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