To take full advantage of the Deals application, you may wish to create sales pipelines for different products, services, or teams. This document will teach you how to create and select a new pipeline.

How to Create a New Sales Pipeline

  1. Under the My Deals tab, click on the pipeline button on the top-right side of the screen. Your account should have a test pipeline by default.

  2. A small menu will appear listing your available pipelines. At the bottom of this click on + Add Pipeline.

  3. A new menu will appear that provides you with a basic 5-step pipeline as a base. In the top-left corner, create a name for your pipeline.

  4. After naming your pipeline, you’ll need to consider what steps this particular process will require. Each column represents one step in the pipeline. You can name each step by using the field under Stage Name. This is what will appear at the top of the step.

    Be aware that you have a maximum of 30 characters.

  5. After you finish naming your steps, you may realize that you need to add or remove steps. To add a step, click on the + icon in between any two steps. For example, clicking the icon between steps 1 and 2 will cause this new stage to now be Step 2. You can also click + New Stage at the end of the pipeline.

  6. To Delete a step, click on the red Delete button at the bottom of the step.

  7. You can also reorganize your stages quickly by clicking on the stage and dragging it wherever you would like.

  8. When you’re satisfied with your new pipeline, click Save in the top-right corner.

Your new pipeline will now be available for selection in the main menu. Make sure that you select this pipeline before you begin to create new deals for it.

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