<< Return to help center
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
This article has been updated for the latest version of Less Annoying CRM. If your CRM looks different, you can click here to upgrade to the newest version of LACRM!

Creating a new pipeline

Here’s how to create a new pipeline on your account:

  • Please note: only admins can create new pipelines. If you don’t see these options, contact an admin on your account.
  • From the Pipelines Settings page, select “Create another pipeline.”
  • Choose from the options to create a pipeline from scratch, start from a template, or create a copy of one of your existing pipelines.
  • If starting from scratch, enter a name for the pipeline, select an icon, select a color, and then click “Create this pipeline.”
  • Next, create the statuses for your pipeline, using the “Create a new status” button. Each status should represent a major step of your process for categorizing contacts as you track them through the pipeline. Remove or rename the default “Active” and “Closed” statuses.
  • If you chose one of our templates, you’ll see a list of the built-in statuses for that template. If necessary, customize these statuses to match your process.
  • Add custom pipeline fields using the ”Create a new custom pipeline field” button below the statuses section.
  • Check out our pipeline customizing tips here, and don’t hesitate to contact us if you need some help!
Next up:
Pipeline customizing tips
New pipeline, process tracking
How do I can you are you able to can I how to is it possible