Pipelines help you organize opportunities by stage, such as Identification, Capture, Proposal, and Award.
Prerequisite
You must have Admin permissions to create or manage pipelines.
Step 1: Navigate to Pipelines
Click Pipelines in the left navigation menu.
Step 2: Open Manage Pipelines
In the top right corner of the pipeline view, click Manage Pipelines.
This will open the Manage Pipelines window.
Step 3: Click Add Pipeline
In the Manage Pipelines window, click + Add Pipeline.
Step 4: Name Your Pipeline
Enter a name for your new pipeline when prompted.
Choose a name that reflects its purpose, such as:
Business Development Pipeline
Capture Pipeline
Proposal Pipeline
FY2025 Pipeline
Confirm to create the pipeline.
Step 5: Start Using Your Pipeline
Once created, your new pipeline will appear in your pipeline list. You can begin adding stages and managing opportunities within it.
Summary
Creating pipelines allows you to:
Organize opportunities by workflow or team
Separate pipelines by fiscal year, customer, or business unit
Manage capture and proposal activities more effectively
To create a pipeline as an Admin, go to the Pipeline page and click Manage Pipelines in the top right. Click the “Add Pipeline” button and give your new pipeline a name. You’ll be taken to the new pipeline after you create it.