A pipeline is like a path that helps you track a deal from the moment it starts until it finishes. It shows how a customer moves step by step, like walking on a road.

There are two ways to create a pipeline:

Create from Scratch (build your own)
Clone from Template (copy a ready one)

1. Create from Scratch (Build Your Own Pipeline)

This option is for when you want to design everything yourself.

Step 1: Click “Create Pipeline”

You start by pressing a button called Create Pipeline.

This opens a new page or window where you can build your pipeline.

Step 2: Give Your Pipeline a Name

Now you need to name your pipeline.

This name helps you remember what it is for.

Examples:

Sales Pipeline
Client Deals
My Business Flow

Think of it like naming a box so you know what’s inside.

Step 3: Understand the Two Parts of a Pipeline

A pipeline has two types of steps:

🟢 Open Stages (Work in Progress)

These are steps where the deal is still active and moving forward.

Example:

Lead → Someone showed interest
Qualified → They are a good fit

These steps show the journey is still going.

🔴 Closed Stages (Final Result)

These are the last steps.

There are only two possible endings:

Closed Won → You won the deal 🎉 (success)
Closed Lost → You lost the deal 😢 (not successful)

These tell you the final result of the journey.

Step 4: Add Stages (Build the Journey)

Now you start building the path.

You add steps like building blocks:

Example full journey:

Lead
Qualified
Proposal
Negotiation
Closed Won / Closed Lost

You can:

Add new steps
Rename steps
Arrange steps in order

Think of it like making stairs for your deal to climb.

Step 5: Check Your Pipeline

The system will show something like:

“4 stages total”

This just means:
👉 How many steps you created

It helps you make sure everything is correct.

Step 6: Create the Pipeline

Now you press:

👉 Create Pipeline

This saves everything you made.

Now your pipeline is ready to use.

2. Clone from Template (Use a Ready Pipeline)

This option is for when you don’t want to build everything yourself.

You just copy a ready-made pipeline.

Step 1: Click “Choose a Template”

You open a list of ready pipelines made for different types of businesses.

Step 2: See Categories

Templates are grouped like this:

Software Development
Marketing Services
Real Estate
Financial Services
Healthcare
Consulting
Creative Services
Recruitment & HR
E-Commerce

Each category has pipelines designed for that type of work.

Step 3: Pick One Template

You choose one that matches your business.

Example:

A marketing agency chooses “Marketing Pipeline”
A real estate agent chooses “Property Sales Pipeline”

Step 4: Pipeline Gets Created Automatically

The system gives you:

A ready name
Ready steps
Ready structure

You don’t need to build anything from zero.

It’s like getting a fully built toy instead of building it yourself.

Step 5: Customize (Optional)

If you want, you can still change things:

Rename pipeline
Add new steps
Remove steps
Reorder steps

So it becomes your own version.

Step 6: Click Create

Finally, you press Create Pipeline.

Now your pipeline is ready to use instantly.

Conclusion

Creating a pipeline is simply a way to organize how your deals move from start to finish. In the end, a pipeline makes your work easier, more organized, and easier to understand, like turning a confusing process into a simple step by step journey.

Create Pipelines