How to Set Up a New Pipeline

Overview:
Pipelines help you manage leads and sales stages. Use this article to set up a new pipeline for your team.

Steps:

1. Click on "Opportunities" in the left sidebar.

2. Click the "Pipelines" tab at the top.

3. Click the "Create Pipeline" button.

4. Name your pipeline clearly (e.g., Sales Funnel, New Leads).

5. Add stages to the pipeline (e.g., New, Contacted, Proposal Sent).

6. Use the arrows to reorder the stages if needed.

7. Choose whether to display this pipeline on the dashboard charts.

8. Click "Save" to finish.