Follow this guide to create your pipeline to manage deals within SalesAi
- Click on the Deal Flow tab in the left-hand menu
- Click Deal Flow Setup
- Click on Create Pipeline at the top-right.
- Name your new Pipeline
- Add, edit, and/or rename stages to fit your Deal Flow process!
- Once you are happy with your Pipeline, click Save Board and go back to the Deal Flow page.
- You can now switch to your new Pipeline by clicking the Dropdown next to the Create Deal button!
