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How to Create Pipelines

Learn how to create pipelines for tracking your leads and managing your sales or onboarding processes.

Updated over a week ago

Navigate to the Opportunities tab, then click on Pipelines and select + Create New Pipeline.

Enter a name for your pipeline and define the stages of your sales process.

To add additional stages, click the + Add Stage button.

After setting up all stages, click Save to finalize your pipeline.

To view your newly created pipeline, go back to the Opportunities tab and use the dropdown in the top-left corner to select your pipeline.
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