Overview
A pipeline is a separate board for working a group of leads through their stages.
You can create as many as you need — for a second market, a different lead type, or a campaign you want to keep apart from your main flow — and rename, reorder, or remove them afterwards.
Create a Pipeline
Step 1: Hover over Leads
Hover your mouse over Leads.
Step 2: Click the three dots
Click the three dots.
Step 3: Click Add Pipeline
Click Add Pipeline.
Step 4: Name it
Enter a name for the pipeline.
Step 5: Click Add Pipeline
Click Add Pipeline to create it.
Manage Your Pipelines
Step 1: Open Manage Pipelines
Go back to the three dots and click Manage Pipelines.
Step 2: Make your changes
From here you can:
Rearrange the order your pipelines appear in
Rename a pipeline
Delete inactive pipelines you no longer use
Important Notes
Name pipelines for how your team talks about them. The name is what people scan for every day, so make it obvious rather than clever.
Order your pipelines by how often you use them. The one your team lives in should not be last.
Deletion is for pipelines you have genuinely finished with. Before removing one, check what is still in it — leads sitting in a pipeline nobody looks at are easy to forget about entirely.
More pipelines is not automatically better. Every extra board is somewhere a lead can go quiet. Create one when you have a real reason to work those leads differently, not just to categorise them.
Renaming is safe and reversible. If a pipeline's purpose has drifted, rename it rather than creating a new one and leaving the old one half-used.
Moving a lead between pipelines is done through Change Status, not from the pipeline management screen.
Troubleshooting
You cannot find Add Pipeline
Hover over Leads first, then click the three dots. The option is in that menu.
You want to reorder your pipelines
Use Manage Pipelines from the same three dots menu.
You are not sure whether a pipeline is safe to delete
Open it and check what is in it first. Deal with anything still live before removing the board it sits on.
A pipeline has the wrong name
Rename it from Manage Pipelines rather than creating a replacement.
Your leads are in the wrong pipeline
Move them using Change Status on the lead. Pipeline and status are changed together through the same control.
Your new pipeline has no statuses set up
Statuses are configured separately, in grid view on the pipeline itself.
Related
How to Change a Lead's Pipeline — moving leads between pipelines
How to Customize Lead Statuses — setting up the stages within a pipeline
Summary
You created a new lead pipeline. You hovered over Leads, clicked the three dots, chose Add Pipeline, entered a name, and clicked Add Pipeline. You then opened Manage Pipelines from the same menu, where you can rearrange your pipelines, rename them, or delete the ones you no longer use.