Step 1 : Creating a Pipeline
Navigate to Opportunities on the left panel > Click on Pipelines at the top right > Click the "+ Create Pipeline" button
Step 2 : Name your pipeline (e.g., “Sales Pipeline” or “Lead Nurturing”)
Add stages (e.g., New Lead, Contacted, Follow-Up, Closed)
Click Save to create the pipeline.
Adjusting Leads in the Pipeline
Step 1 : Go to Opportunities
Select the pipeline you want to manage
Locate the lead you want to adjust > Drag and drop the lead to a different stage in the pipeline
Click on the lead to edit details such as contact info, tags, or status
Save your changes.