Create a Sales Pipeline

Track customers through the stages of your sale.

1. 1 Go to Sales Pipelines and choose New Pipeline.
2. 2 Name it and add stages in order, for example New, Interested, Won.
3. 3 Save the pipeline.
4. 4 Assign customers to it from their customer record or move them between stages.
5. 5 Come back regularly to keep the stages up to date.