Pipelines are pivotal in automating and refining business workflows. Whether you're overseeing lead management, nurturing prospects, or sealing deals, leveraging pipelines can vastly boost your productivity and impact. Dive into our detailed tutorial where we'll guide you through the step-by-step process of crafting effective pipelines.
Step 1: Accessing the Pipelines Section
- Go to your Sub Account
- Go to Opportunities from the left sidebar
- Select Pipelines from the top menu
Step 2: Creating a new Pipeline
- Once you're in the Pipelines section, click on the "Create Pipeline" button.
-
Give your pipeline a descriptive name that reflects its purpose or the stage of the customer journey it represents.
Step 3: Adding Stages to Your Pipeline
- With your new pipeline created, you'll see an empty canvas where you can add stages.
- Enter the name of the first stage of your pipeline
- Click on the "Add Stage" button to create more stages
- Repeat this process to add additional stages, defining the sequential flow of your pipeline.
- You can also reorder the different pipeline stages using the up and down arrows on the left of the stage name.
-
Note that you need not create stages for "Won" or "Lost". HighLevel creates those stages for every pipeline of yours by default.
Step 4: Pipeline Actions and Dashboard configuration
- The funnel and pie chart options allow you to decide whether the pipeline should be shown in the dashboard or not
- You can also configure whether or not to show each stage in the dashboard funnel and pie charts by clicking on their icons at the right of the respective stage.
- Learn more about dashboards for opportunities here.