Now that you've purchased Pipelines, I'm sure you are very eager to start creating some Pipelines.
In order to create a Pipeline, you'll have to go to Pipelines on the left hand side:
Once you are inside Pipelines, you'll be able to see the Create Pipeline button:
Note: If you don't have any Pipelines on your account, you'll see the Create Pipeline button in the middle so you can create your first one!
Once you've clicked on Create Pipeline, you can add the details of your Pipeline:
- Pipeline Name - this is the name that you want to give your Pipeline. Keep in mind that this name is for internal purposes only and your contacts will not see this.
- Description - You can add a description to explain what the purpose of your timeline is. This is not a required field.
- Assignee - This will be the Keela user that is responsible for this Pipeline. It will automatically make the assignee the user that is creating the Pipeline. However, you can change it to a different user on your account.
- Goal - You can add a monetary goal for your Pipeline if the goal of your Pipeline is gathering donations. This is not a required field.
- Campaign - You can link your Pipeline to a Campaign on your Keela account. This is not a required field.
Once you've added the required fields, you'll be able to create your pipleine!
What's Next?
The next step would be to take a look at the Overview and Stages tabs of the Pipeline. You can learn more here: Pipeline Overview and Stages.