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Pipeline

Overview​

The Pipeline section helps you organize your business process step by step. You can use pipelines to manage leads, sales, or other workflows in a clear and structured way.

What You See​

When you open the Pipeline page, you will see a table listing all existing pipelines. The table shows the pipeline name, status, and available actions so you can manage everything from one place.

Key Actions​

To add a new pipeline, click Add. You will see two choices:

  • Create from Scratch to build your own pipeline
  • Use a Template to start with a ready-made setup provided by the super admin
Pipeline PagePipeline Page

Use the Export button to download all pipelines or selected pipelines in CSV or Excel format. This is useful for backups or sharing pipeline data with your team.

Each pipeline row has an actions menu shown as a three-dots icon. From there, you can:

  • Edit the pipeline
  • View the pipeline details
  • Delete the pipeline if it is no longer needed
Pipeline actions menuPipeline actions menu

Click a pipeline name in the table to open its details sheet. This sheet shows the full pipeline information and includes an Edit button for quick updates.

Pipeline detail sheetPipeline detail sheet

The table also includes a Published field with a toggle. Use it to publish or unpublish a pipeline. When you change the toggle, a confirmation popup appears before the update is applied.

Publish pipeline togglePublish pipeline toggle

Example​

If you want to track how leads move through your sales process, you can create a pipeline with stages such as New Lead, Contacted, Meeting Scheduled, and Closed. If you are testing a new flow, you can unpublish the pipeline until it is ready to use.