Creating a pipeline is simple—go to the Settings menu at the top of your page and then click Customize your pipelines
in the pop-down menu. (There are also links to this page in the full Settings section, and in the Pipelines report menu.) On the next page, you’ll see a list of your existing pipelines. Click the Create a new pipeline
to start creating a brand new pipeline of your own.
In the window that pops up, you can create a pipeline from scratch or you can select from one of our built-in templates. To create your own pipeline, enter the name of what you’re tracking (singular), choose an appropriate icon, and then click Create this pipeline.
The next step is to create the statuses for this pipeline, both active and closed. If you chose one of our templates, you’ll see a list of the built-in statuses for that template. If you’re creating your own from scratch, you’ll see two default statuses: “Active” and “Closed.” Rename these statuses to match an active and closed status for your process and add any more statuses you need using the “Create a new Status” button at the top of the page. Each status should represent a major step of your process, or a bucket into which you want to be able to categorize contacts while tracking them through this pipeline.
You can also add custom fields to pipeline using the Create a Custom Field
button in the left-hand column. These custom fields will show up when you add/edit a pipeline on a contact/company record, and can be used to store specific information about each pipeline instead of storing the info on the contact record. You can create a text field, drop-down list, checkbox list, and more—and you can even make these fields required when pipelines are created, if you're managing a sales team and want to make sure they collect specific information. Custom fields can store information directly with the pipeline instead of the contact—for example, you could store the sale amount of a Lead with that Lead, and even have another Lead attached to that same user for a different amount at the same time. These fields will also show up in the reports for each pipeline type.
Pipelines can be a bit confusing to get right on the first go-around, so if you want any help getting set up or determining how to use custom fields or statuses, give us a shout
and we'll be happy to help.