CRM / Reference
Configure pipelines and stages.
Administrators use Pipelines and Pipeline Stages to control the choices available when users create or convert deals.
Create a pipeline
Go to Applications → CRM → Configuration → Pipelines and click Add record. Enter a unique Pipeline Name, optionally add Description, set Status to Active, and click Create.
Add a pipeline stage
Open Pipeline Stages and click Add record. Enter Stage Name, select the Pipeline, enter Probability, choose Category (Open, Closed Lost, or Closed Won), set Sort Order, set Status to Active, and click Create.
Why this matters: a deal cannot be created or converted until an active pipeline and stage are available. The selected pipeline also controls the stages shown in the deal form and Kanban board.