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Creating a pipeline
To create a new pipeline, navigate to Opportunities and open Pipeline Settings (or Opportunity Settings). Click ”+ Add Pipeline” and configure:- Pipeline name — a clear name describing the sales process
- Stages — the steps an opportunity moves through (e.g., Lead, Qualified, Proposal, Closed Won, Closed Lost)
- Stage colors — optional color coding for visual clarity on the board
Pipeline permissions
Pipeline permissions control which team members can view, create, edit, or delete opportunities within a pipeline.Open pipeline settings
Navigate to Opportunities > Opportunity Settings and select the pipeline you want to configure.
Set permissions
Assign permission levels to roles or individual users:
- Full access — can view, create, edit, and delete opportunities
- Edit — can edit existing opportunities but cannot delete them
- View only — read-only access to opportunities in this pipeline
- No access — pipeline is hidden from this user or role
Smart tags in pipelines
Smart tags are automatically applied to opportunities based on conditions you define. They appear as labels on opportunity cards and help your team quickly identify deal characteristics at a glance.Setting up smart tags
Create a smart tag
Click ”+ Add Smart Tag”. Define:
- Tag name — what the tag is called
- Color — visual indicator
- Conditions — the criteria an opportunity must meet for the tag to be applied automatically (e.g., deal value over $5,000, or stage = Proposal)
Managing pipelines
From the Opportunity Settings screen you can:- Reorder pipelines — drag and drop to change the order they appear in the pipeline dropdown
- Rename a pipeline — click the pipeline name to edit it
- Archive a pipeline — hide a pipeline without deleting historical data
- Delete a pipeline — permanently remove a pipeline (use with caution; this affects historical reporting)