Create a new pipeline
Go to Settings by clicking your profile photo or the gear icon in the bottom-left corner.
Select Deals from the settings menu.
Click Add pipeline.
Enter the name for your new pipeline and hit Enter.
Your changes are automatically saved.
Manage pipeline settings
From the same Deals menu in your settings, you can manage each of your existing pipelines:
Display summary stats for this pipeline: Check the box if you want to display summary stats for the selected pipeline.
Rename: Click on the pipeline name to edit it.
Delete: Select the delete option to remove a pipeline entirely.
⚠️ Deleting a pipeline is permanent. Make sure you no longer need the deals in that pipeline before deleting it.
Add a deal to a specific pipeline
Once your pipelines are set up, you can add deals to them directly from your dashboard.
Navigate to the Deals tab in the main sidebar.
Use the dropdown menu at the top of the page to select the specific pipeline you want to use.
Click Add new deal.
Fill in the deal details and save.