Quick summary
Creating a new pipeline in Pipedrive lets sales teams organize deals into separate, customizable workflows tailored to different products, regions, or processes. This guide walks through every step needed to add and configure a pipeline directly from the Pipedrive dashboard.
Steps
- From your Pipedrive dashboard, navigate to the Pipeline section using the left sidebar menu.
- Click the Pipeline dropdown menu in the top right corner to reveal available options.
- Select + New pipeline to begin creating a new pipeline.
- A pipeline configuration page will open — start by entering a name for your new pipeline at the top.
- Review and configure any additional options you want to apply to the pipeline.
- Click Save Changes to finalize and create your new pipeline.
- Your new pipeline is now created and ready to use in Pipedrive.
