# Sales Pipeline

## Create Sales Pipeline

Go to **Setting** and jump to **Pipeline**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F3N5bt2OYu7CpDR3AV3v6%2F0.png?alt=media)

Click on **+ New Pipeline** button to create pipeline

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FhWmdKraRVJgHk4JIkIZh%2F1.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FRnm1wL8eHVUqCEaSnqCe%2F2.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FwAT9Kv8fSDfuoVRMbEMT%2F3.png?alt=media)

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fag4FyK09blXEe6hiT6rT%2F4.png?alt=media)

## Edit Sales Pipeline

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

Click on the Action (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FSK03KMSOadZPjVYpi19c%2F5.png?alt=media) for the record which you would like to edit and click the **Edit** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FyVEVSwo2GHn2vtRaYiYJ%2F6.png?alt=media)

Make the necessary changes and click **Save**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F17NteDjrgrU8UtqcO76w%2F7.png?alt=media)

## 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) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FAGnPTjTTk3WVESRPtjGh%2F8.png?alt=media) for the record which you would like to delete and click the **Delete** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fclxe4mTIPvV7XA5VFAs9%2F9.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F2DzlozqGRxzA6sTeEE6u%2F10.png?alt=media)

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