What You'll Learn
How to create a new pipeline
How to add and customise columns
How to reorder columns and change settings
Different ways to use pipelines beyond sales
Why Use Pipelines
Track your sales process from lead to close
Organise projects by development stage
Categorise companies by size or activity level
Manage your entire business workflow in one place
Creating a Pipeline
Step 1: Access Pipelines
Click Pipeline at the top of the page
You'll see existing pipelines as tiles for quick access
Step 2: Create New Pipeline
Click Add Collection
Enter a pipeline name (e.g., "North East Resi Projects")
Add an optional description
Click to create
Setting Up Columns
Adding Columns
Open your new pipeline
Click Add Column
Enter column name (e.g., "Planning", "Tender", "On Site")
Choose a colour for the column
Click to save
Customising Columns
Edit: Click three-dot menu → Edit to change name or colour
Reorder: Drag and drop columns to rearrange them
Delete: Click three-dot menu → Delete to remove a column
Pipeline Use Cases
Sales Process
Qualified Lead → Outreach Started → Follow-up → Contract Negotiations → Complete
Project Tracking
Planning Submitted → Out for Tender → Tender Complete → Construction Starts
Company Organisation
10 Projects/Year → 50 Projects/Year → 100 Projects/Year
£100K Work → £1M Work → £10M Work
Additional Features
Export: Export entire pipeline or individual columns
Map View: See all projects on a map
Drag & Drop: Move items between columns easily
Next Steps
Add projects and companies to your pipeline
Move items between columns as they progress
Export data for email campaigns or CRM integration
That's it! You now have a custom pipeline set up to organise your business the way you want.