> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/crm/sales-pipeline.md).

# Sales Pipeline

### Create Sales Pipeline <a href="#create-sales-pipeline" id="create-sales-pipeline"></a>

Go to **Setting** and jump to **Pipeline**

<figure><img src="/files/LMxYuhbcRR6V93OHcB1W" alt=""><figcaption></figcaption></figure>

Click on **+ New Pipeline** button to create pipeline

<figure><img src="/files/lidAeNHT5KggZ0kX2Mzl" alt=""><figcaption></figcaption></figure>

Enter pipeline, select pipeline for (Lead or Opportunity) and Select Team whose to give access of sales pipeline and click **Save**

<figure><img src="/files/bT59xNYFoju5ZHgLSIuK" alt=""><figcaption></figcaption></figure>

After Creating sales pipeline for Lead or Opportunity its shows in lead and opportunity

<figure><img src="/files/PVZAqamC8xf0YTAUYYu6" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/vOSYcfqSiDbqPvheBsJb" alt=""><figcaption></figcaption></figure>

### Edit Sales Pipeline <a href="#edit-sales-pipeline" id="edit-sales-pipeline"></a>

You can choose to edit the sales pipeline that you have created.

Click on the Action (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FSK03KMSOadZPjVYpi19c%252F5.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=4e0e5f5a\&sv=2) for the record which you would like to edit and click the **Edit** button

<figure><img src="/files/6wpp5UJnXvbjYnGptG9O" alt=""><figcaption></figcaption></figure>

Make the necessary changes and click **Save**

<figure><img src="/files/xVjrMJbRzjMwjYYCoG1I" alt=""><figcaption></figcaption></figure>

### Delete Sales Pipeline <a href="#delete-sales-pipeline" id="delete-sales-pipeline"></a>

Sales pipeline once added can be deleted if no longer necessary

To delete sales pipeline

Click on the Action (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FAGnPTjTTk3WVESRPtjGh%252F8.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=1d909bc8\&sv=2) for the record which you would like to delete and click the **Delete** button

<figure><img src="/files/rWWTxxFRUFNHb7PvmiGN" alt=""><figcaption></figcaption></figure>

Give your confirmation in the pop up and the record will be deleted

<figure><img src="/files/oxUYrc4Cc3If1y4fm2RO" alt=""><figcaption></figcaption></figure>

Last updated 15 December 2025
