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How to Create a Pipeline

This guide shows how to create a new Pipeline in Franmantra.

Prerequisites​

  • Access to the Franmantra UAT environment.
  • A user account with permission to manage pipelines.

Steps​

1. Open Pipeline Settings​

  1. From the top navigation bar, click Pipeline.
  2. In the dropdown, select Settings → Pipeline (if not already on that page).
Pipeline SettingsPipeline Settings

2. Add a New Pipeline​

Click the + Add button in the top-right corner of the Pipeline Settings table.

Add Pipeline ButtonAdd Pipeline Button

3. Fill in Pipeline Details​

  1. Name – Give your pipeline a meaningful name (e.g., Standard Sales Process).
  2. Description – Optionally describe the pipeline’s purpose.
  3. Publish – Toggle on if you want the pipeline immediately available.
  4. Click Create to save.
Create Pipeline ModalCreate Pipeline Modal

4. Verify the Pipeline​

The new pipeline should now appear in the Pipeline Settings list. Confirm its Published status and other details.

Pipeline CreatedPipeline Created

Next Steps​

  • Configure stages and automations within your new pipeline.
  • Assign the pipeline to relevant workflows or teams.

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