Set up pipelines

Who can do this: Team members with access to CRM Pipeline
Where to find it: Apps › CRM Pipeline › Setup Pipelines

Pipelines let you track different kinds of leads separately.

Steps

1. Open the Apps launcher (the grid icon in the top bar) and select CRM Pipeline.
2. Select Setup Pipelines.
3. Configure your pipelines and save.

Result

Your pipelines are available in the pipeline selector.