Insites Docs Instance PipelinesPipeline ConfigurationCreating a Pipeline

Creating a Pipeline

Last updated on October 04, 2024.

To create a pipeline:

  1. Navigate to Pipelines from the main menu.
  2. Select Configuration.
  3. Select ADD PIPELINE.
  4. Fill out the form for adding a pipeline on the 'Details' tab.
  5. Select ADD PIPELINE.

The field requirements and descriptions for creating a pipeline are as follows:

Input LabelTypeRequiredDescription
Pipeline Name Input Field Yes Name of the pipeline.
Won Reason Required Toggle No Use the toggle to require the 'Won Reason' field for opportunities in this pipeline.
Lost Reason Required Toggle No Use the toggle to require the 'Lost Reason' field for opportunities in this pipeline.
Target Value Input Field Yes Target sales value of the pipeline for the data range.
Start Date Date Field No Start date of the sales target.
End Date Date Field No End date of the sales target.
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