How to Create and Edit Pipelines | StrideSalesCRM.com

[Music] how to create a pipeline navigate to settings and choose the pipelines page on this page you will see a list of all of the pipelines you currently have with icons on the right hand side where you can either edit or delete an existing pipeline click this green button here to create a new pipeline and follow the actions in the pop-up window that appears we'll start by giving the pipeline a name then we're going to add our stages [Music] you can

Use these arrows on the right hand side to change the order of the stages if you'd like here on the right hand side of each stage you have the option to toggle on or off the visibility in the pie chart visibility in the funnel or deleting the stage these actions are for each individual stage at the bottom you can toggle on or off the visibility in the funnel chart or pie chart for the pipeline as a whole you can continue to

Add stages if you'd like you can rename any of these stages if you'd like to change what they are named and once you're satisfied with your pipeline setup click save now the pipeline will be added here into your list of pipelines you can always come back to this page and click the edit icon to make further edits or click the trash can icon to delete the pipeline that's all for now now you know how to create a pipeline [Music] you