How to Set-Up Pipeline & Opportunities

Setting up a new sales pipeline is a breeze, and it helps you visualize exactly where every lead stands in your sales process. Here’s how easy it is to get started:

1. Navigate to Prospects.
2. Click Pipelines.
3. Click Create New Pipeline.

Fill in the details (name, stages, etc.) and click Save.

Consider customizing your pipeline stages to match your team's workflow, such as:

• New Lead

• Hot Lead

• Booked Call

• No Show

• Delayed

• Closed

• Non-responsive
  
  

Want to dive deeper?

• Step‑by‑Step Guide: Creating Pipelines
  
  

• Understanding Pipelines
  
  

Next, you can import your existing contacts to fill your pipeline.

Got a list of contacts from an event or another platform? Great news—you can easily import them straight into your sales pipeline and turn those leads into prospects with just a few clicks:

Navigate to Prospects.

Select Prospects.

Upload your file.

Click Next.

Map file columns to Opportunity fields.

Want more details? Check out our guide on importing contacts and Prospects via CSV.

Next, you might want to manually add Prospects to fine-tune your pipeline.

Sometimes, prospects come in one by one, and adding them manually gives you precise control. Plus, it's quick and intuitive! Here’s how you do it:

1. Navigate to Prospects.
2. Click Add opportunity.
3. Select an existing contact or enter details for a new contact.
4. Fill in the Opportunity details (pipeline name, stage, value, etc.).
5. Click Create.