Adaptive AI Knowledge Base
Contacts, CRM & Pipelines
Pipelines in Adaptive AI help you organize and automate your sales or service workflows by visually tracking opportunities through defined stages. This article explains how to access pipelines, create a new pipeline, add and manage stages, and configure dashboard visibility using the updated Pipelines experience.
Overview
Pipelines allow you to map each step of a customer journey—from lead capture to closing or onboarding. They power automation, reporting, and opportunity dashboards across the platform.
How to Create and Manage Pipelines
Step 1: Access the Pipelines Section
To access pipelines in your sub-account:
- Go to your Sub-account
- Click Opportunities from the left-hand sidebar
- Select Pipelines from the top navigation menu
Step 2: Create a New Pipeline
Once you are on the Pipelines page:
- Click Create new pipeline in the top-right corner
- Enter a descriptive Pipeline Name
- Click Save
Step 3: Add and Manage Pipeline Stages
After creating a pipeline, you can define the stages that make up your workflow.
To add stages:
- Enter a Stage Name
- Click Add stage to create additional stages
- Repeat as needed to define the full flow
To manage stages:
- Reorder stages using the up and down arrows
- Control reporting visibility using the funnel and pie chart icons
- Delete stages using the trash icon
Step 4: Customize Stage Colors
You can assign colors to each stage to improve visibility across your pipeline.
To set stage colors:
- Open a pipeline
- Go to the Stages tab
- Select a color for each stage
Choose how colors appear:
- Default (no color)
- Colored dot
- Background tint
Stage colors are reflected across:
- Kanban and List views
- Opportunity cards
- Contact details view
Step 4: Delete a Pipeline Stage
When deleting a pipeline stage, you can now move existing opportunities instead of losing them.
To delete a stage:
- Open the pipeline you want to edit
- Click the delete icon next to the stage
- Select a destination stage for existing opportunities
- Confirm the deletion
All opportunities from the deleted stage are automatically moved to the selected stage.
Step 5: Configure Pipeline Dashboard Visibility
You can control whether pipelines and stages appear in dashboards and reports.
- Enable or disable pipeline visibility in:
- Configure stage-level visibility using the icons next to each stage
These settings determine how pipeline data appears in opportunity dashboards.
FAQs
Q: Do I need to create Won and Lost stages manually? No. Adaptive AI automatically adds Won and Lost stages to every pipeline.
Q: What happens to opportunities if I delete a stage? You can move all existing opportunities to another stage during deletion, preventing data loss.
Q: Can I rename a pipeline after creating it? Yes, as long as the updated name is unique within the sub-account.
Q: Does the updated Pipelines experience change functionality? No. Core functionality remains the same. The update focuses on UI improvements and safer stage management.
Related Articles
- Understanding Pipelines
- Creating an Opportunity