How to Create Pipelines

Whether you’re managing leads, nurturing prospects, or closing deals, setting up pipelines can greatly improve your efficiency and effectiveness. This step-by-step guide will show you how to create pipelines in BrokerOS.

How to Access the Pipelines Section

• Go to your BrokerOS

• Go to Pipelines from the left sidebar

• Select Pipelines from the top menu

How to Create a New Pipeline

• Once you're in the Pipelines section, click on the "Create Pipeline" button.

• Give your pipeline a descriptive name that reflects its purpose or the stage of the customer journey it represents.

Pipeline names must always be unique, and you cannot add or update a pipeline with a duplicate name.

Step 3: How to Add Stages to Your Pipeline

• With your new pipeline created, you'll see an empty canvas where you can add stages.

• Enter the name of the first stage of your pipeline

• Click on the "Add Stage" button to create more stages

• Repeat this process to add additional stages, defining the sequential flow of your pipeline.

• You can also reorder the different pipeline stages using the up and down arrows on the left of the stage name.

• Note that you need not create stages for "Won" or "Lost". BrokerOS creates those stages for every pipeline of yours by default.

Pipeline stages names must always be unique, and you cannot add or update a pipeline stage with a duplicate name.