How to Create a Pipeline?

ConvertLead > Leads

1. Follow the above-mentioned workflow to land on the Leads screen.

2. Click the  icon located at the top of the screen. This opens the Create Pipeline window.

Figure 50 + Icon

3. Use the Name field to enter the name of the pipeline.

Figure 51 Name

4. Select the currency for the sales pipeline using the Currency dropdown.

Figure 52 Currency

5. Select the company you want this pipeline attached to using the Attach To dropdown.

Figure 53 Attach To

6. Use the stage name fields displayed under the Add/Edit Stages heading to name each stage of the pipeline.

Figure 54 Add/Edit Stages

7. In case you want to remove a stage, click the trashcan icon next to it.

Figure 55 Delete

8. To add another stage, click the  icon from the bottom of this window.

Figure 56 Add Stage

9. Once the selections are made, click the  button.

Figure 57 Save