How to create a new pipeline?

Here is the step-by-step process:


1, Go to the SalesBlink Dashboard

2. Click on “Deal Pipelines”.



3. Click on the down arrow near templates.



4. Click on "Create New".



5. Enter the pipeline template name and currency for this pipeline.



6. You will be redirected to pipeline edit mode where you can add more stages, play with different probabilities and much more.



7. Click on save once done.

Now you can add prospects to your pipeline.

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