Before you begin
You need permission to manage Sales settings to create or change a pipeline. If those controls are missing, ask your workspace administrator to check your access.
Choose stage names that reflect how your team actually sells, such as an initial enquiry, qualification and a proposal.
Create and configure the pipeline
- Open Sales settings and its Pipelines section. Choose New Pipeline.
- Enter a Pipeline Name and choose Save Pipeline. A new pipeline starts with standard stages.
- Select your pipeline and review its stages. Use Add Stage or edit an existing stage to set the name, win probability, deal rotting days and colour.
- Choose Save Stage after each change. Review the order and the stages used for won and lost deals.
- Open Sales › Pipeline and select your new pipeline. Add a deal with its customer, value, owner and starting stage.
Check it with a real example
Move a test deal through the stages and check that it appears in the expected column. Review the owner and linked contact so your team can find the same customer history.
If New Pipeline or Add Stage is unavailable, check your permissions before creating a duplicate pipeline. Agree stage changes with the people who already use it.