Pipelines (Opportunities)

How to Create Pipeline

Follow the steps below to create a pipeline:

1. Click on Pipelines in account view

2. Click Pipelines on top

3. Click + Create new pipeline

4. Name your pipeline in the Pipeline name stage

5. Add stages to your pipeline in the Stage name fields

   1. You can use the arrows

   2. You can use the red trash bin icon under the Actions column to delete a stage in the pipeline

6. Click Save

Pipeline Automation Triggers and Actions

How to Push Custom Forms Data Or any Contact Data to Opportunities in Pipeline