How to Set Up and Manage Pipelines in LEADSORBIT?

Pipelines in LEADSORBIT help you track leads and opportunities step by step through different stages. Setting up pipelines correctly gives your team visibility on each lead and ensures follow ups are handled efficiently.

Create a New Pipeline

Follow these steps to create a pipeline from the Opportunities menu, the easiest way for users to access pipelines:

1. Navigate to Opportunities → Pipelines from the main menu.
2. Click the Create Pipeline button.
3. Enter a Pipeline Name.
4. Set pipeline display colors to customize how stage colors appear in your pipeline views:
   • Default (no color)
   • Colored dot
   • Background tint
5. Add the first stage for the pipeline.
6. Click Save to create the pipeline.

Creating a new pipeline, setting display colors, and adding the first stage

Add and Manage Pipeline Stages

Stages represent steps that a lead moves through in the pipeline. You can add, edit, or reorder stages as needed.

1. Click Add Stage.
2. Enter the Stage Name (e.g., New Lead, Contacted, Proposal Sent, Closed).
3. Drag stages to reorder them if needed.
4. Click Save to apply your changes.

Adding and reordering pipeline stages

Edit or Delete a Pipeline

You can update pipelines or remove them if your process changes.

1. Navigate to Opportunities → Pipelines.
2. Locate the pipeline you want to modify.
3. Click the three dot menu (⋮) next to the pipeline name.
4. Select Edit to update the pipeline name or adjust stages, or select Delete to remove it.
5. If deleting, confirm the action in the popup to permanently remove the pipeline.

Editing or deleting a pipeline from the three dot menu

Best Practices

Common Issues