TABLE OF CONTENTS

• Overview
• How to Create and Manage Pipelines
• Step 1: Access the Pipelines Section
• Step 2: Create a New Pipeline
• Step 3: Add and Manage Pipeline Stages
• Step 4: Delete a Pipeline Stage
• Step 5: Configure Pipeline Dashboard Visibility
• FAQs
• Q: Do I need to create Won and Lost stages manually?
• Q: What happens to opportunities if I delete a stage?
• Q: Can I rename a pipeline after creating it?
• Q: Does the updated Pipelines experience change functionality?

Overview

Pipelines allow you to map each step of a customer journey—from lead capture to closing or onboarding. They power automation, reporting, and opportunity dashboards across the platform.

Updated Pipelines Experience (Labs)

The Pipelines page now uses the HighRise design system for a faster and more intuitive experience.

You can enable this update from Sub-account → Labs.

How to Create and Manage Pipelines

**Step 1:**Access the Pipelines Section

To access pipelines in your sub-account:

• Go to your Sub-account
• Click Opportunities from the left-hand sidebar
• Select Pipelines from the top navigation menu

**Step 2:**Create a New Pipeline

Once you are on the Pipelines page:

• Click Create new pipeline in the top-right corner
• Enter a descriptive Pipeline Name
• Click Save

Note:

Pipeline names must be unique. You cannot create or update a pipeline using a name that already exists in the same sub-account.

Step 3: Add and Manage Pipeline Stages

After creating a pipeline, you can define the stages that make up your workflow.

To add stages:

• Enter a Stage Name
• Click Add stage to create additional stages
• Repeat as needed to define the full flow

To manage stages:

• Reorder stages using the up and down arrows
• Control reporting visibility using the funnel and pie chart icons
• Delete stages using the trash icon

Important:

• Stage names must be unique within the pipeline

• Won and Lost stages are created automatically and do not need to be added manually

**Step 4:**Delete a Pipeline Stage

When deleting a pipeline stage, you can now move existing opportunities instead of losing them.

To delete a stage:

• Open the pipeline you want to edit
• Click the delete icon next to the stage
• Select a destination stage for existing opportunities
• Confirm the deletion

All opportunities from the deleted stage are automatically moved to the selected stage.

**Step 5:**Configure Pipeline Dashboard Visibility

You can control whether pipelines and stages appear in dashboards and reports.

• Enable or disable pipeline visibility in:

  • Funnel charts
  • Pie charts

• Configure stage-level visibility using the icons next to each stage

These settings determine how pipeline data appears in opportunity dashboards.

FAQs

Q: Do I need to create Won and Lost stages manually?

No. TWIM CRM automatically adds Won and Lost stages to every pipeline.

Q: What happens to opportunities if I delete a stage?

You can move all existing opportunities to another stage during deletion, preventing data loss.

Q: Can I rename a pipeline after creating it?

Yes, as long as the updated name is unique within the sub-account.

Q: Does the updated Pipelines experience change functionality?

No. Core functionality remains the same. The update focuses on UI improvements and safer stage management.

Related Articles

• Understanding Pipelines
• Creating an Opportunity

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• Deleting and Restoring Opportunities & Pipelines
• How to create your Whitelabel Community
• Understanding Opportunities in TWIM CRM