Step-by-Step Guide: Creating Pipelines

Step 1: Accessing the Pipelines Section

• Go to your Subaccount
• Go to Opportunities from the left sidebar
• Select Pipelines from the top menu
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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.