Steps
- Open Pipeline board, then All pipelines & templates.
- Under Start from a ready-made pipeline, use one suggested for your business, or make your own.
- Give it a Pipeline name and add Stages from left to right. For each stage choose what it Counts as (New, Contacted, Qualified, Won or Lost) and its Win %.
- Save it. Sign-up forms, automations and the lead form can now put leads straight onto it.
Good to know
Moving a lead to a stage that counts as Won adds them as a customer, as always.
Reports and automations go by what a stage counts as, so name stages freely but set Counts as with care.