Pipeline templates

Creating a new pipeline? We have a few pipeline templates you can use to get started— each template can be tweaked further, so don’t hesitate to edit or add to the existing statuses and fields. Click on a name below for more information on that template:

• Customer Issue
• Donation
• Expense
• Job Application
• New Client Orientation
• Opportunity
• Order
• Project
• Sales Lead

Need to create a pipeline from scratch instead? Learn how to here.