Pipelines
Pipelines define the stages a deal moves through. You create them under Data model in settings, name and order each stage, and set an optional default pipeline.
A pipeline is the set of stages a deal passes through on its way to a close. You build and edit pipelines under Data model → Pipelines in settings, where each pipeline is a card listing its stages in order. You can run more than one pipeline (for example, Sales and Partnerships) and mark one as the default.
Creating a pipeline
Use the Create a pipeline card at the top of the page. It has two parts:
- Name: required, up to 120 characters. Submitting an empty name returns “Pipeline name is required.”.
- Initial stages: the card starts with one blank stage row, each taking a name. Use Add stage to add more rows; rows left blank are dropped when you submit.
Click Create pipeline to save. The first pipeline you create for the workspace is set as the default automatically; any pipeline you add after that is not.
Editing stages
Each pipeline card holds a stages table with two editable areas: Order and Name. To add a stage to an existing pipeline, use the Add stage row beneath the table.
- Rename: click the pencil icon next to a stage name to edit it inline, then press Enter or the check button.
- Reorder: use the up and down arrows in the Order column to move a stage. There is no drag-and-drop; reordering is one position per click.
Where probability lives now
Stages no longer carry a win probability. Probability is set per deal, on the deal's own record, and it's what the board's weighted column totals and the Forecast page use. See Deal workspace for setting it.
The default pipeline
The default pipeline is pre-selected in the New Deal dialog, so it's the one most deals land in. The current default carries a Default pipeline badge with a star. To switch, open the card of another pipeline and click Make default. Exactly one pipeline is the default at any time; promoting one clears the badge from the previous default.
Renaming and archiving pipelines
Click a pipeline's name on its card to rename it inline. To retire a pipeline, click the trash icon in the card header. Archiving is a soft delete: the pipeline is hidden from the editor and from pipeline selectors, but its records remain. A confirmation prompt warns “Archive pipeline “…”? This cannot be undone from the UI.”.
Individual stages archive the same way: the trash icon on a stage row, with the prompt “Archive stage “…”?” A pipeline can't be left with no stages: archiving the last live stage is rejected with “Cannot archive the only stage in a pipeline.”.
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