📍 Step 1: Navigate to Settings
Go to:
Settings → Tags / KPI / Opportunities
This is where pipeline configuration lives for admins.
➕ Step 2: Create a New Pipeline
Click on “Create New Pipeline”
A popup will appear
Fill in:
Pipeline Name
External ID (optional)
Choose whether to:
Clone from an existing pipeline
Or create a new one from scratch
Click Create
🛠️ Step 3: Configure Your Pipeline
Once created, you can fully customize your pipeline.
Customize Stages
Add new stages
Remove unnecessary ones
Reorder stages based on your workflow
Set Probabilities
Assign probability % to each stage
Helps with accurate revenue forecasting
Define Inactivity Ageing
Set inactivity ageing days
Identify stalled opportunities
Trigger follow-ups or alerts
🎯 Step 4: Tailor to Your Process
Each pipeline can be customized independently, allowing you to:
Match different sales cycles
Align with team-specific workflows
Optimize tracking and reporting
✅ Best Practices
Use separate pipelines for distinct business processes
Keep stages clear and outcome-focused
Regularly review probabilities and ageing rules
🚀 You’re All Set
Once configured, your pipelines are ready to use across the platform - giving your team a more structured and scalable way to manage opportunities.