How To Create A New Pipeline?

Isn’t it wonderful to be able to visualize where your prospects are in the sales process? Our sales pipeline helps you experience just that.

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    How To Create A New Pipeline?

    Isn’t it wonderful to be able to visualize where your prospects are in the sales process? Our sales pipeline helps you experience just that. 
    You can create a new sales pipeline whenever you wish to almost instantly. Here is the step-by-step process to help you out,  👇 

    1️⃣ Go to the SalesBlink Dashboard.

    SalesBlink Dashboard

    2️⃣ Click on “Sales Pipelines”.

    SalesBlink Dashboard

    3️⃣ Click on the down arrow near templates.

    SalesBlink Dashboard

    4️⃣ Click on “Create New”.

    SalesBlink Dashboard

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

    SalesBlink Dashboard

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

    SalesBlink Dashboard

    7️⃣ Click on save once done.

    SalesBlink Dashboard

    You just created your new sales pipeline, and now you can add prospects to your pipeline.🎉
    🔆We hope that you found this step-by-step guide helpful! 



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    Last updated on August 31, 2022