How to Create a New Deal Pipeline

Overview:
Custom pipelines let you model different sales processes (e.g., by product line or region). Creating a pipeline is quick and lets you tailor stages to your workflow.

Steps:

1. Navigate to Leads & Deals → Pipelines.

2. Click + New Pipeline.

3. Enter a Pipeline Name (e.g., “Enterprise Sales”).

4. Add initial stages by naming each and setting its win probability.

5. Click Save to create the pipeline.

Tips & Best Practices:

• Clone an existing pipeline as a starting point to save time.

• Use descriptive stage names that clearly reflect deal progress.

• Set win probabilities based on historical conversion data.

Troubleshooting / FAQs:

• Q: Can I edit a pipeline after creating it?
  A: Yes—click the Edit icon next to the pipeline name to add/remove stages.

• Q: Why can’t I delete a pipeline?
  A: You must first reassign or close all deals in that pipeline before deletion.