# Pipelines (Opportunities)

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**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&#x20;
   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

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

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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.synamate.com/docs/synamate-modules/pipelines-opportunities.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.