How to Create a New Pipeline

Discover how to create a new pipeline in Evolve CRM to efficiently manage your leads, deals, and workflows, ensuring seamless tracking and organization of your business processes.

1. Begin by selecting the Opportunities tab.

1 First off, click here.

2. Next, go to the Pipelines section.

2 Once that's done, click on "Pipelines".

3. Now, click to create a new pipeline.

3 Then, click on "Create new pipeline".

4. Subsequently, type in the pipeline's name.

4 After, click here.

5. Then, add your first stage name.

5 Then, click on the element.

6. Following that, click to add the stage.

6 Click on "Add stage".

7. Proceed by entering another stage name.

7 After that, click on the element.

8. Finally, click save to finalize your new pipeline setup.

8 Click on "Save".

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