Getting Started - Setup Pipelines and Opportunities

Organizing your sales pipeline might sound intimidating, but think of it like setting up your workspace for success—everything has a place, and nothing gets lost. With a structured pipeline, you can track leads effortlessly, automate follow-ups, and close deals swiftly. Ready to get your sales organized? Let's dive in!

Create Sales Pipeline

Setting up a new sales pipeline is a breeze, and it helps you visualize exactly where every lead stands in your sales process. Here’s how easy it is to get started:

1. 1Navigate to.
2. 2Click.
3. 3Click.
4. 4Fill in the details (name, stages, etc.) and click.

Consider customizing your pipeline stages to match your team's workflow, such as:

• New Lead
• Hot Lead
• Booked Call
• No Show
• Delayed
• Closed
• Non-responsive

Want to dive deeper?

Next, you can import your existing contacts to fill your pipeline.

Import Contacts as Opportunities

Got a list of contacts from an event or another platform? Great news—you can easily import them straight into your sales pipeline and turn those leads into opportunities with just a few clicks:

1. 1Navigate to.
2. 2Click.
3. 3Select.
4. 4Click.
5. 5Upload your file.
6. 6Click.
7. 7Map file columns to Opportunity fields.
8. 8Click.
9. 9Verify all information and click.

Want more details? Check out our guide on importing contacts and opportunities via CSV.

Next, you might want to manually add opportunities to fine-tune your pipeline.

Create Opportunity Manually

Sometimes, opportunities come in one by one, and adding them manually gives you precise control. Plus, it's quick and intuitive! Here’s how you do it:

1. 1Navigate to.
2. 2Click.
3. 3Select an existing contact or enter details for a new contact.
4. 4Fill in the Opportunity details (pipeline name, stage, value, etc.).
5. 5Click.

Want a thorough walk-through? See our Step-by-Step Guide to Creating Opportunities.

Create Opportunity by Automation

Automating opportunity creation keeps your pipeline tidy without the extra clicks. Below is a quick-start example that fires whenever someone submits a form—followed by a note on other triggers you can swap in.

1. 1Open Workflows Go to Automation → Workflows in the left menu.
2. 2Start a New Workflow Click + Create Workflow → Start from Scratch (or pick a template you want to use).
3. 3Add a Trigger – Form Submitted
4. 4Add an Action – Create/Update Opportunity
5. 5Save & Publish Toggle the Draft → Publish button (top-right). Every future form submission now drops straight into the chosen pipeline stage—hands-free.

Other Common Triggers & Quick Use Cases

Trigger | One-Line Use Case

Customer Booked Appointment | Auto-add prospects to “Consult Scheduled” when they book a call.

Contact Tag | Move “Hot Lead” contacts into a closing stage the moment the tag is applied.

Facebook Lead Form Submitted | Pipe leads from FB ads into a “New Facebook Leads” stage for rapid follow-up.

Payment Received | Create an opportunity in a “Won – Awaiting Onboarding” stage once a purchase is made.

Contact Created | Start every brand-new contact in “New Lead” to ensure nothing slips through the cracks.

Call Status | Drop answered inbound calls into a follow-up stage for reps to nurture.

Survey Submitted | Route completed surveys into a qualification stage for scoring.