Create a Pipeline

The stages you pick become the backbone of how your team tracks every deal.

Steps

1. Go to Opportunities > Pipelines.
2. Click Create New Pipeline.
3. Give it a unique name.
4. Add stages one at a time.
5. Click Save.

Won and Lost stages are created automatically.

Arranging stages

Use up/down arrows to reorder. Decide, stage by stage, whether it should count toward reporting totals.

Picking a starting stage list

New Lead → Contacted → Qualified → Proposal Sent → Won / Lost. Refine after a few weeks of real use.

What's next

Add opportunities manually, import a batch, or set up automation.