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> How to Create a Pipeline?

Opportunity/Pipelines

August 20, 2025•1 min read

Click on 'Opportunities' in the left-hand column > then click on 'Pipelines' at the top > then click on the green 'Create new pipeline' button.
Enter a name for your pipeline & begin adding your stages. Then click save once you're done.
1. Click the green 'add stage' to add more stages
2. To delete a stage, click on the red trash can icon on the right of the stage.

Once the pipeline has been created, you'll be able to see it under the pipeline section:

If you need to edit the pipeline, click the pencil icon on the right of the pipeline.
To delete the pipeline, click the trash can icon on the right.
If you toggle over to the 'Opportunities' tab at the top, you can select your pipeline & see the opportunities / leads that are in each stage of the pipeline