💼 Deals
Creating a Custom Pipeline
Set up a new pipeline with custom stages for a different sales process.
- Go to Deals and click Create Pipeline.
- Enter a name for the pipeline.
- Add your custom stages — enter stage names one by one, or paste a comma-separated list.
- Click Save.
After creation, you can edit stage names and reorder them at any time.
Multiple pipelines let you track separate sales processes in the same workspace — for example, a New Sales pipeline and a Renewals pipeline.
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