Help center

Creating and Customizing a Pipeline in Content Copilot CRM | Content Copilot

All collectionsOpportunitiesCreating and Customizing a Pipeline in Content Copilot CRM

Creating and Customizing a Pipeline in Content Copilot CRM

Learn how to set up a new pipeline in Content Copilot CRM, customize its stages, and display it as a funnel or pie chart on your dashboard. This guide walks you through naming your pipeline, adding stages, and configuring visualizations for streamlined tracking and analysis.

1. Start by selecting 'Opportunities' from the menu.

1 To kick off, click on "Opportunities".

2. Next, access the 'Pipelines' section.

2 Then, click on "Pipelines".

3. Now, create a new pipeline.

3 Click on "Create new pipeline".

4. Name your pipeline.

4 Click on the element.

5. Proceed to add a stage name.

5 Now, click here.

6. Choose to display this stage as a pie chart.

6 Once that's done, click on the element.

7. Alternatively, display it as a funnel chart.

7 After that, click here.

8. Or decide to delete this stage.

8 Click here.

9. Click here to add a new pipeline stage.

9 Then, click on "Pipeline Name".

10. Show the pipeline in a funnel chart on the dashboard.

10 Click on "Visible in Funnel chart".

11. Similarly, set it up in a pie chart.

11 Then, click on "Visible in Pie chart".

12. When ready, confirm by clicking 'Create'.

12 Click on "Cancel".

Did this answer your question?

😞

😐

😁