Insites Docs Instance PipelinesPipeline ConfigurationCreating a Pipeline

Creating a Pipeline

Last updated on February 26, 2026.

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 Forces users to select a reason for success when an opportunity is closed as 'Won.' Useful for tracking sales wins.
Lost Reason Required Toggle No Forces users to select a reason for failure when an opportunity is closed as 'Lost.' Helpful for identifying common sales blockers.
Target Value Input Field Yes The financial goal or sales quota the pipeline aims to achieve within a specific timeframe.
Start Date Date Field No Marks the beginning of the period for the assigned sales target.
End Date Date Field No Marks the deadline or conclusion of the period for the assigned sales target.
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