Creating and Customizing Pipelines
OPPORTUNITIES & PIPELINES Creating and Customizing Pipelines Lead Fuel CRM allows you to create as many pipelines as you need to manage different processes in your business.
Each pipeline can be fully customized with its own stages, colors, and settings.
CREATING A NEW PIPELINE Step 1: Navigate to Opportunities from the left sidebar.
Step 2: Click the dropdown next to your current pipeline name and select "Create New Pipeline." Step 3: Enter a name for the pipeline that describes the process it represents.
Step 4: Add your stages by clicking "Add Stage" and entering a name for each step.
Step 5: Arrange the stages in order by dragging and dropping them into position.
Step 6: Click "Save" to create the pipeline.
CUSTOMIZING STAGES Each stage can be configured with additional settings to help you manage your process: • Stage Name: A clear, descriptive name for the step in your process.