Sales Pipeline

A sales pipeline is a visual representation and systematic approach to tracking the various stages that potential customers go through as they move from being initial leads to becoming actual customer

Create Sales Pipeline

Go to Setting and jump to Pipeline

Click on + New Pipeline button to create pipeline

Enter pipeline, select pipeline for (Lead or Opportunity) and Select Team whose to give access of sales pipeline and click Save

After Creating sales pipeline for Lead or Opportunity its shows in lead and opportunity

Edit Sales Pipeline

You can choose to edit the sales pipeline that you have created.

Click on the Action (3 vertical dots) for the record which you would like to edit and click the Edit button

Make the necessary changes and click Save

Delete Sales Pipeline

Sales pipeline once added can be deleted if no longer necessary

To delete sales pipeline

Click on the Action (3 vertical dots) for the record which you would like to delete and click the Delete button

Give your confirmation in the pop up and the record will be deleted