Create a Pipeline

If your Organization Admin has given you permission, there are three ways to create a new Pipeline:

The “Pipeline” dropdown:

• Click on the Pipeline dropdown on the right of the search field
• Click on the Add New link
• Type the name of your new Pipeline
• Press Enter or click on the blue “plus” icon
• Your new Pipeline is ready

The “Pipelines” column:

• Find the “Pipelines” column on the Pipeline web page. If you don’t have a Pipelines column you can turn it on from the column selector
• Click on any cell in the Pipeline column
• Type the name of your new Pipeline
• Your new Pipeline is ready

The + Company link:

• Click on + Company on the top left side of the Pipeline web page
• Type in the company name you want to Pipeline
• Choose one of the suggested companies or create a new company in your new Pipeline
• Click on Add to Pipeline
• Type the name of your new Pipeline
• Click on Add
• Your new Pipeline is ready