How to create a pipeline.

From the left sidebar, click Opportunities. This is where every deal in every pipeline lives. If you've never set up a pipeline, you'll see an empty state. That's fine, we'll fix it in the next step.

At the top of the Opportunities screen, switch from Opportunities to Pipelines. This is where you manage pipelines themselves: rename, reorder stages, delete, or create new ones.

In the top-right of the Pipelines tab, click the blue Create New button. A pipeline editor panel slides in. This is where you'll name the pipeline and build out the stages.

Add a stage for each step of your deal flow. Drag the grip handles to reorder. Common starting stages:

• New Lead: just came in, not contacted yet
• Contacted, meaning you've reached out
• Appointment Set once they're booked
• Proposal Sent, waiting on a decision
• Won / Lost: your closing stages

When it looks right, hit Save. The pipeline is immediately live and ready for deals.

Back on the Opportunities tab, click + Add Opportunity. Pick the contact, choose your new pipeline, and drop them in the right stage. That's a deal in motion.

From here, drag deal cards between stages as things progress. Every stage change is time-stamped so you can track how long deals sit in each stage and spot where things stall.