How to Create and Manage Pipelines

Pipelines in ClickFunnels are a visual tool that helps you track and manage opportunities from start to finish. They break down the workflow into different stages, making it easy to see where each opportunity stands at a glance. This is incredibly helpful for keeping your business organized, ensuring tasks are completed on time, and identifying any bottlenecks that need attention. For example, if you’re managing sales leads, a pipeline can help you track each lead from initial contact to closing the deal. In this article, we’ll show you how to set up and manage your pipelines to keep your business running smoothly and efficiently.

Table of Contents

• Requirements
• How to Add a New Pipeline
• How to Edit Pipelines
• How to Add Opportunities to a Pipeline
• Additional Information

Requirements

• An active ClickFunnels 2.0 account
• The Opportunities App (Adding Apps to Your ClickFunnels Workspace)

How to Add a New Pipeline

1. Click Opportunities from the left-side navigation menu.

   Please visit our article Adding Apps to Your ClickFunnels Workspace for detailed information on how to add apps to your navigation menu.

2. In the Opportunities dashboard, click on the three dots next to the Opportunities information.

3. Choose Create new pipeline from the drop-down menu.
   

4. Enter the details for your new pipeline:

   1. Give your pipeline a Name.

   2. (Optional) Turn on Automatically round-robin assign opportunities? toggle if you want to assign opportunities to multiple team members automatically. Enabling this feature will display an Assignee option where you can select team members to be assigned to this pipeline’s opportunities. Refer to this article for instructions on How to Add Team Members.

      The Round Robin feature helps distribute opportunities evenly among your team members, ensuring a balanced workload and faster response times.

   3. Add a Stage Name and set its Close Probability percentage.

   4. To add more stages, click the Add stage link.

   5. Rearrange the stages by clicking and dragging them to your desired order.

5. Click Save to create the new pipeline.

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How to Edit Pipelines

1. Click on the three dots next to the Opportunities information.

2. Choose Edit this pipeline from the drop-down menu.

3. Update the details for your pipeline.

4. Click Save to keep your edits.

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How to Add Opportunities to a Pipeline

1. On the Opportunities dashboard, click the Add Opportunity button located at the top left.

2. Enter the Name of your new opportunity.

3. Choose the Pipeline where this opportunity belongs.

4. Select the appropriate Pipeline Stage for this opportunity.

5. Choose the Primary Contact to select or create the Contact associated with this opportunity.

6. Assign the opportunity to a specific team member by selecting the Assignee.

   Manually selecting an assignee will override the round-robin assignment, if applicable, for this specific opportunity, but it will not affect the round-robin assignment for future opportunities.

7. Enter the Value of the opportunity, indicating its worth.

8. Set the Close Date for when you expect to finalize this opportunity.

9. Finally, click Create Opportunity to add it to your pipeline.

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Additional Information

• How to Manage Pipeline Stages
• How to Manage Opportunities
• How to Add Team Members

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