A lead pipeline shows where your leads are in the sales process, helping you track progress and manage follow-ups efficiently. #
Why Use Multiple Pipelines? #
If you’re running different sales or marketing campaigns, you can keep things organized by creating separate pipelines for each one.
Steps to Create a New Pipeline: #
- Go to Pipelines from the left sidebar.
- Click the Pipelines section to open it.
- Click the + Add button to start a new pipeline.
- Enter a Board Name for the pipeline.
Click Save to finish.
Choose the Pipeline Type (e.g., Sales, Support, etc.).
