Opportunities: Pipelines

This article will go through the Pipelines feature inside the Opportunities section from ClickFunnels 2.0. Pipelines are customizable databases of prospects, segmented with stages a customer will use to go through your internal sales process. Your Pipelines will become the databases on the Opportunities board.

Table of Contents

• Requirements
• Pipelines Information
• Pipelines Settings
• Additional Information

Requirements

• An active ClickFunnels 2.0 account

Pipelines Information

Pipelines are the pre-defined databases you can create for your sales opportunities (customers). Once a new Pipeline is made, it will automatically appear under the Pipelines drop-down menu from the Opportunities section, as seen in the image below.

You can create a new Pipeline or edit an existing one by clicking the three-dots menu.

Every time you create a new Pipeline, it will become available on the Opportunities board, and you can start adding new opportunities and tracking them from the Opportunities board.

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Pipelines Settings

When creating a new Pipeline or Editing an existing one, you can add Stages.
Pipeline Stages help us determine the current state of an Opportunity; they are the lanes where our “Sales Opportunities” could land after our team or customers act.

For example, a contact schedules a 1:1 call with us, and now we will move it to the “Appointments Confirmed” stage, giving our sales team better visibility about its status.

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Additional Information

• How to Manage Pipeline Stages

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