How To Create A New Pipeline In Pipedrive

How To Create A New Pipeline In Pipedrive

1. Log In: Access your Pipedrive account.
2. Go to Settings: Click on the gear icon in the top right corner.
3. Select Pipelines: Find the "Pipelines" option in the settings menu.
4. Click on Add Pipeline: Look for the button to create a new pipeline.
5. Name Your Pipeline: Enter a descriptive name for your new pipeline.
6. Add Stages: Define the stages of your pipeline by clicking "Add Stage."
7. Set Stage Probabilities: Assign probabilities to each stage for forecasting.
8. Save Changes: Click the save button to finalize your new pipeline.
9. Customize Further: Adjust settings or add more stages as needed.