Creating 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 Label	Type	Required	Description
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.