cPipelines play a crucial role in automating and streamlining business processes. Whether you're managing leads, nurturing prospects, or closing deals, creating pipelines can significantly enhance your efficiency and effectiveness. In this step-by-step guide, we'll walk you through the process of creating pipelines in your CRM.
Accessing the Pipelines Section
Login to your Account
Go to Opportunities from the left sidebar
Select Pipelines from the top menu
Creating a new Pipeline
1. Once you're in the Pipelines section, click on the "Create Pipeline" button.
2. Give your pipeline a descriptive name that reflects its purpose or the stage of the customer journey it represents.
Pipeline names always need to be unique and adding or updating another pipeline with an identical name is not allowed.
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.
Stage names always need to be unique and adding or updating another stage with an identical name is not allowed.
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.
Editing a Pipeline
Log In to Your CRM
Access your CRM account by logging in with your credentials.
2. Navigate to Pipelines
Go to the “Opportunities” section from the main dashboard then click on pipelines.
3. Select the Pipeline to Edit
Click on the pencil Icon on the pipeline you want to modify. This opens the pipeline details.
4. Edit Pipeline Stages
Add Stages: Click the “Add Stage” button to introduce new stages.
Reorder Stages: Drag and drop stages to reorder them as needed.
Delete Stages: Hover over the stage you want to remove and click the delete icon.
5. Save Changes
After making adjustments, click the “Save” button to apply your changes.
Renaming a Pipeline
1. Access the Pipeline Settings
Within the “Pipelines” section, select the pipeline you wish to rename.
2. Edit Pipeline Name
Click on the pipeline name to edit it. Enter the new name that reflects its purpose or process.
3. Save the New Name
Confirm the new name by clicking “Save”
FAQs
Can I customize the stages within a pipeline?
Can I customize the stages within a pipeline?
Yes, you can customize the stages within a pipeline. When creating or editing a pipeline, you can add, remove, or rearrange stages to fit your sales process.
What should I consider when naming a pipeline?
What should I consider when naming a pipeline?
When naming a pipeline, choose a name that clearly describes its purpose or the specific sales process it represents. This helps ensure that team members can easily understand and use the pipeline effectively.
Can I delete a pipeline if I no longer need it?
Can I delete a pipeline if I no longer need it?
Yes, you can delete a pipeline if it is no longer needed. Locate the pipeline in the “Pipelines” section, select the delete option, and confirm the deletion. Be aware that deleting a pipeline will remove all associated data, so ensure it is no longer required before proceeding.
How do I ensure my pipelines are set up correctly after creation?
How do I ensure my pipelines are set up correctly after creation?
After creating a pipeline, review and test it to ensure the stages are appropriately set up and reflect your sales process. Make any necessary adjustments to the stages or names based on your review.
Can I adjust the stages in a pipeline after it has been created?
Can I adjust the stages in a pipeline after it has been created?
Yes, you can adjust the stages in an existing pipeline. Go to the pipeline settings, modify the stages as needed, and save the changes.A: Yes, you can adjust the stages in an existing pipeline. Go to the pipeline settings, modify the stages as needed, and save the changes.
How do I track the performance of my pipelines?
How do I track the performance of my pipelines?
Use the analytics features available in your CRM to track the performance of your pipelines. Review metrics such as the number of opportunities in each stage, conversion rates, and overall sales performance to gain insights into how your pipelines are functioning.