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How Do I Make a New Pipeline?
Updated over 2 months ago

Related Questions:

  • How can I create a pipeline?

  • Can I have more than one pipeline?

Procedure:

  1. Select Settings on the left-hand side of Event Temple

  2. Select the Organization drop-down

  3. Click on Pipelines

  4. Click on New Pipeline or Clone Pipeline (if you'd like to use Stages from an Existing Pipeline)

New Pipeline

  1. Input Pipeline Name and click save

  2. Click on Stage 1 below

  3. Edit the name and description as needed

  4. Click Save

  5. Click Add Stage to Pipeline and repeat above steps as needed

Clone Pipeline

  1. Edit Pipeline Name

  2. Edit any Stages and Descriptions if needed

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