What is a Pipeline? How to Create and Edit Pipelines?
Ryan Alex
Last Update há 2 anos
A pipeline is a series of data processing elements in which an element's output becomes the next one's input.
You can more efficiently manage your leads for your business using the Pipelines feature. Go through this tutorial to learn how you can easily create a new pipeline, or make changes to existing ones.
1. How to access the Pipelines page?
- Steer to Settings > Pipelines. Here you’ll see a list of all your existing pipelines.
- Click the Edit or Delete icons to make changes or delete a pipeline.
- Click the green button to add a new pipeline
2. How to add a New Pipeline?
- Click the +Create new pipeline button
- Fill out the information in the popup window.
- Assign the pipeline a name, add stages, and choose the visibility.
- NOTE: you can determine whether or not each individual stage is visible in the pie chart and funnel chart, as well as choose if the entire pipeline as a whole is visible or not.
- You can modify the order using the arrows next to each stage.
- Continue to add as many stages as you’d like.
- Save to confirm your changes.
- Now, this newly added pipeline will appear on your Pipelines page.
- Click the edit icon to make any additional edits.