Create a Pipeline

Learn how to create a new Pipeline

Vincenzo Ruggiero avatar
Written by Vincenzo Ruggiero
Updated over a week ago

In Overloop you can have an unlimited number of pipelines for your deals.

How to create a new pipeline?

  1. Open the Deals page and make sure you are on the Pipelines tab.

  2. Click on the drop-down menu with the current pipeline name (top right) and then click +New Pipeline.

  3. Name your new pipeline and select its currency.
    โ€‹Note: you can choose only one currency per pipeline.

Once the pipeline is created, you can edit its stages. Read more about stages here.

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