Contacts and pipelines

Create and manage a sales pipeline

Set up a pipeline with stages that match how you sell, rename and reorder stages, and switch between pipelines.

Before you start

Click Pipelines in the sidebar (1). The name of the pipeline you are viewing, for example Sales Pipeline (2), is at the top left. Click it to switch to another pipeline.

The Pipelines page with Pipelines marked 1 and the pipeline selector marked 2
To make a new one, click Add Pipeline. Type a Pipeline Name (1), for example "Enterprise Sales", and click Create Pipeline (2). Default stages from New Lead to Won are created for you.

The New Pipeline window with the name marked 1 and Create Pipeline marked 2
To change the stages, open the pipeline selector and choose Manage Pipelines (2).

The pipeline selector menu with Manage Pipelines marked 2
In the Manage Pipeline window you can rename the pipeline, drag the handle at the left of a Stage (1) to reorder it, pick a colour, or remove a stage with the bin icon. To add a stage, type its name (2) and click Add. Click Save Changes when you are done.

The Manage Pipeline window with the Stages list marked 1 and the New stage name box marked 2

What stages should I use?

Use the steps a customer really goes through, for example New Lead, Qualified, Site Visit, Negotiation, Won, Lost.

Can I have more than one pipeline?

Yes, for example one for sales and one for renewals. Your plan decides how many.

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