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How to Create a New Pipeline in Your CRM | Pest AI

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How to Create a New Pipeline in Your CRM

Follow these steps to design and implement a sales pipeline in your CRM, organizing your sales process for better tracking and increased efficiency.

1. Start by navigating to 'Settings'.

1 Click on "Settings".

2. Next, explore 'Opportunities & Pipelines'.

2 Following that, click on "Opportunities & Pipelines".

3. Select 'Pipelines' to proceed.

3 Click on "Pipelines".

4. Proceed to create a new pipeline.

4 Click on "Create new pipeline".

5. Enter the pipeline name.

5 Next up, click here.

6. Now, input the first stage name.

6 Then, click here.

7. Add a stage now by clicking 'Add stage'.

7 Then, click on "Add stage".

8. Type in the stage name.

8 Click here.

9. Now, modify stage display settings.

9 Next, click on the element.

10. Continue by adjusting funnel settings.

10 Click here.

11. Optionally, delete unwanted settings.

11 Click here.

12. Finalize by clicking 'Save'.

12 Next up, click on "Save".

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