Opportunities Pipeline Stages

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.