How to create a pipeline.

From the left sidebar, click Opportunities. This is where every deal in every pipeline lives. If you've never set up a pipeline, you'll see an empty state — that's fine, we'll fix it in the next step.

At the top of the Opportunities screen, switch from Opportunities to Pipelines. This is where you manage pipelines themselves — rename, reorder stages, delete, or create new ones.

In the top-right of the Pipelines tab, click the blue Create New button. A pipeline editor panel slides in — this is where you'll name the pipeline and build out the stages.

Add a stage for each step of your deal flow. Drag the grip handles to reorder. Common starting stages:

• New Lead — just came in, not contacted yet
• Contacted — you've reached out
• Appointment Set — they're booked
• Proposal Sent — waiting on a decision
• Won / Lost — closing stages

When it looks right, hit Save. The pipeline is immediately live and ready for deals.

Back on the Opportunities tab, click + Add Opportunity. Pick the contact, choose your new pipeline, and drop them in the right stage. That's a deal in motion.

From here, drag deal cards between stages as things progress. Every stage change is time-stamped so you can track how long deals sit in each stage and spot where things stall.