Setting Up Pipelines
Pipelines represent your sales processes. Each pipeline has customizable stages that deals move through.
Steps
- Go to Pipeline from the sidebar.
- Click "Settings" (gear icon) to manage pipeline stages.
- Add, rename, reorder, or delete stages.
- Create multiple pipelines for different processes (e.g., Sales, Onboarding, Support).
Good to know
- Each stage can have a default probability for revenue forecasting.
- You can create pipeline-specific custom fields.
Example: A consulting firm runs three parallel pipelines: "New Business" (Discovery → Proposal → Won), "Hiring" (Sourced → Phone → Onsite → Offered → Hired), and "Vendor Onboarding" (Selected → Contract → Provisioned). One CRMown account, three workflows, no spreadsheet sprawl.
Troubleshooting
Stages disappeared or changed order
Another admin may have edited the pipeline settings, or the pipeline was reset during an industry change.
Fix: Pipeline > gear icon > Edit Stages. Re-add or reorder. If stages were deleted, any deals in those stages are moved to the first stage.
Error messages
Pipeline not found— The pipeline may have been deleted by another admin. Pipeline > dropdown > select a different pipeline or create a new one.
Plans
All plans include pipelines. Starter: 3 pipelines, Pro: 10, Max: unlimited. Pipeline templates available on all plans. Roles: every member can create pipelines and manage the ones they created; editing or deleting pipelines built by someone else (shared org pipelines) requires an admin-level role (Owner/Admin/Executive).
Related
- Contacts — deals are linked to contacts
- Automation — workflows can auto-move deals between stages
- Analytics — pipeline reports show conversion rates and velocity