> 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
A sales pipeline is a visual representation and systematic approach to tracking the various stages that potential customers go through as they move from being initial leads to becoming actual customer
### Create Sales Pipeline
Go to **Setting** and jump to **Pipeline**
Click on **+ New Pipeline** button to create pipeline
Enter pipeline, select pipeline for (Lead or Opportunity) and Select Team whose to give access of sales pipeline and click **Save**
After Creating sales pipeline for Lead or Opportunity its shows in lead and opportunity
### Edit Sales Pipeline
You can choose to edit the sales pipeline that you have created.
Click on the Action (3 vertical dots)  for the record which you would like to edit and click the **Edit** button
Make the necessary changes and click **Save**
### Delete Sales Pipeline
Sales pipeline once added can be deleted if no longer necessary
To delete sales pipeline
Click on the Action (3 vertical dots)  for the record which you would like to delete and click the **Delete** button
Give your confirmation in the pop up and the record will be deleted
Last updated 15 December 2025
