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Create a Pipeline

What this does​

This guide explains how to create a pipeline in Franmantra CRM.

Before you start​

  • Sign in to Franmantra with a role that has permission to use this area.
  • Confirm you are working in the correct Sub-account before making changes.

Steps​

  1. Get to the Pipeline Settings Page

    Before you can create a pipeline, you need to find the right page. Don't worry — there are two easy ways to get there!

    👉 Way 1 — Using the Settings icon (easiest!)

    • Look at the top-right corner of the screen. You will see a little ⚙️ Settings icon (it looks like a gear).
    • Click that icon. It takes you to the Settings page.
    • On the Settings page, you will see a menu on the left side.
    • In that menu, find and click Pipeline — and boom! You are on the Pipeline Settings page. 🎉

    👉 Way 2 — Using the Pipeline option in the header

    • Look at the header (the bar at the very top of the page). Right in the middle, you will see a word that says Pipeline.

    • Move your mouse over Pipeline (don't click yet — just hover). A small dropdown menu will pop up.

    • You will see two choices in that dropdown:

      a. Click "Pipeline List"

      • This takes you directly to the Pipeline Settings page. Easy! ✅

      b. Click "Pipeline"

      • This takes you to the Opportunity page (a different page).
      • Once you are there, look for a tab at the top that says Pipeline.
      • Click that Pipeline tab — and now you are on the Pipeline Settings page! ✅

    💡 Tip: The fastest way is Way 1 (Settings icon → Pipeline). Here is what it looks like:

Pipeline SettingsPipeline Settings

  1. Add a New Pipeline

    Click the + Add button in the top-right corner of the Pipeline Settings table. A pop-up will appear asking you how you want to create the pipeline.

    You have two options — pick the one that works best for you!

    🆕 Option A — Create from Scratch

    • Choose this if you want to build your pipeline completely on your own — you get to decide all the stages and settings yourself.
    • Once you click + Add, the form opens. Fill in:
      • Name – Give your pipeline a clear name (e.g., Sales Pipeline or Onboarding Pipeline).
      • Description – In a sentence or two, say what this pipeline is for.
      • Publish – Turn this on if you want people to start using this pipeline right away.
    • Click Create to save it. 🎉
Create Pipeline from ScratchCreate Pipeline from Scratch

📋 Option B — Create from an Agency Template

  • Choose this if your agency has already given you a ready-made pipeline template. This saves time because the stages are already set up for you!
  • When the pop-up opens, look for the "Use Template" option (or a templates tab/section).
  • Pick the template your agency provided from the list.
  • Give it a Name and adjust any settings if needed.
  • Click Use Template — your pipeline is ready with all the template stages already inside! ✅
Create Pipeline from TemplateCreate Pipeline from Template

💡 Not sure which to pick? If your agency gave you a template, use Option B — it's faster. If you want full control from the beginning, go with Option A.

Example Workflow:​

  • Step 1: Navigate to Pipeline Settings.
  • Step 2: Click + Add.
  • Step 3: Enter Name: Q3 Sales Pipeline and Description: Tracking leads for the third quarter.
  • Step 4: Toggle Publish and click Create.

✅ Now, your Q3 Sales Pipeline is ready for stage configuration and team assignment.

Result​

The change is saved in Franmantra CRM and is available to users with the right permissions.

Troubleshooting​

  • If you cannot see the option, check your role permissions or ask an admin to update your access.
  • If the update does not appear immediately, refresh the page and confirm you are in the correct Sub-account.