Creating a Pipeline

Every business's sales processes are different. In some cases, you may even have multiple sales processes for different products or business units. In SharpSpring, you can create as many different Sales Pipelines as needed for your requirements.

Creating a new Pipeline:

  1. Go to Settings > Pipeline Editor (or Click Here)
  2. Click on the gear/cog icon at the top right
  3. Click New Pipeline
  4. Name your Pipeline
  5. Click Create Pipeline


Click Here if you need to create or edit deal stages

Click Here if you want to create Custom Fields for your Opportunities

Written By: Sam Koekemoer