# Step-by-Step Guide: Creating Pipelines > Step-by-step guide to creating pipelines in GHL Customer Care. Learn how to add stages, manage pipeline settings, and configure dashboard visibility. - Source: https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/getting-started-with-opportunities/step-by-step-guide-creating-pipelines - Section: Opportunities & Pipelines / Getting Started with Opportunities - Reading time: 3 min - Images: 7, each explained below - Modified on Fri, 27 Mar at 7:55 AM --- Pipelines in GHL Customer Care help you organize and automate your sales or service workflows by visually tracking opportunities through defined stages. This article explains how to access pipelines, create a new pipeline, add and manage stages, and configure dashboard visibility using the updated Pipelines experience. --- **TABLE OF CONTENTS** - [Overview](#overview) - [How to Create and Manage Pipelines](#how-to-create-and-manage-pipelines) - [Step 1: Access the Pipelines Section](#step-1-access-the-pipelines-section) - [Step 2: Create a New Pipeline](#step-2-create-a-new-pipeline) - [Step 3: Add and Manage Pipeline Stages](#step-3-add-and-manage-pipeline-stages) - [Step 4: Delete a Pipeline Stage](#Step-4:-Delete-a-Pipeline-Stage) - [Step 5: Configure Pipeline Dashboard Visibility](#step-5-configure-pipeline-dashboard-visibility) - [FAQs](#faqs) - [Q: Do I need to create Won and Lost stages manually?](#q-do-i-need-to-create-won-and-lost-stages-manually) - [Q: What happens to opportunities if I delete a stage?](#q-what-happens-to-opportunities-if-i-delete-a-stage) - [Q: Can I rename a pipeline after creating it?](#q-can-i-rename-a-pipeline-after-creating-it) - [Q: Does the updated Pipelines experience change functionality?](#q-does-the-updated-pipelines-experience-change-functionality) - [Related Articles](#related-articles) --- ## **Overview** Pipelines allow you to map each step of a customer journey—from lead capture to closing or onboarding. They power automation, reporting, and opportunity dashboards across the platform. > **Updated Pipelines Experience (Labs)** > The Pipelines page now uses the HighRise design system for a faster and more intuitive experience. > You can enable this update from **Sub-account → Labs**. --- ## **How to Create and Manage Pipelines** ### **Step 1:** Access the Pipelines Section To access pipelines in your sub-account: - Go to your **Sub-account** - Click **Opportunities** from the left-hand sidebar - Select **Pipelines** from the top navigation menu ![Step 1: Access the Pipelines Section (image 1 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064130713/original/B8seRPUvO12HmBstcfJYYLtRCYvSv5w2sg.png) **Step 1: Access the Pipelines Section (image 1 of 7)** This screenshot appears in the "Step 1: Access the Pipelines Section" section of "Step-by-Step Guide: Creating Pipelines". The text alongside this image reads: Go to your Sub-account Click Opportunities from the left-hand sidebar Select Pipelines from the top navigation menu. Immediately after, the guide continues: Once you are on the Pipelines page. - Where to go: Go to your Sub-account Click Opportunities from the left-hand sidebar Select Pipelines from the top navigation menu - Controls: Sub-account, Opportunities, Pipelines - Next: Once you are on the Pipelines page: Full procedure: 1. Go to your Sub-account 2. Click Opportunities from the left-hand sidebar 3. Select Pipelines from the top navigation menu ### **Step 2:** Create a New Pipeline Once you are on the Pipelines page: - Click **Create new pipeline** in the top-right corner - Enter a descriptive **Pipeline Name** - Click **Save** ![Step 2: Create a New Pipeline (image 2 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064130717/original/3BrXmQHJXVrtzOOSm8Ae9WfLVrdzP274qw.png) **Step 2: Create a New Pipeline (image 2 of 7)** This screenshot appears in the "Step 2: Create a New Pipeline" section of "Step-by-Step Guide: Creating Pipelines". The text alongside this image reads: Click Create new pipeline in the top-right corner Enter a descriptive Pipeline Name Click Save. Immediately after, the guide continues: Pipeline names must be unique. You cannot create or update a pipeline using a name that already exists in the same sub-account. - What to fill in: Click Create new pipeline in the top-right corner Enter a descriptive Pipeline Name Click Save - Controls: Create new pipeline, Pipeline Name, Save - Next: Pipeline names must be unique. You cannot create or update a pipeline using a name that already exists in the same sub-account. Full procedure: 1. Click Create new pipeline in the top-right corner 2. Enter a descriptive Pipeline Name 3. Click Save > **Note:** > Pipeline names must be unique. You cannot create or update a pipeline using a name that already exists in the same sub-account. ### **Step 3:** Add and Manage Pipeline Stages After creating a pipeline, you can define the stages that make up your workflow. To add stages: - Enter a **Stage Name** - Click **Add stage** to create additional stages - Repeat as needed to define the full flow To manage stages: - Reorder stages using the **up and down arrows** - Control reporting visibility using the **funnel and pie chart icons** - Delete stages using the **trash icon** ![Step 3: Add and Manage Pipeline Stages (image 3 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064130722/original/lGp5tEhmVoybO8y8dy9ulhHUfmOHsVehGA.png) **Step 3: Add and Manage Pipeline Stages (image 3 of 7)** This screenshot appears in the "Step 3: Add and Manage Pipeline Stages" section of "Step-by-Step Guide: Creating Pipelines". The text alongside this image reads: Reorder stages using the up and down arrows Control reporting visibility using the funnel and pie chart icons Delete stages using the trash icon. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Stage names must be unique within the pipeline Won and Lost stages are created automatically and do not need to be added manually. - What this covers: Reorder stages using the up and down arrows Control reporting visibility using the funnel and pie chart icons Delete stages using the trash icon - Fields: Repeat as needed to define the full flow, Reorder stages using the up and down arrows, Stage names must be unique within the pipeline - Controls: Stage Name, Add stage, up and down arrows, funnel and pie chart icons, trash icon, Won, Lost - Next: Stage names must be unique within the pipeline Won and Lost stages are created automatically and do not need to be added manually Full procedure: 1. Enter a Stage Name 2. Click Add stage to create additional stages 3. Repeat as needed to define the full flow > **Important: > ** - > Stage names must be unique within the pipeline - > **Won** and **Lost** stages are created automatically and do not need to be added manually ### **Step 4:** Customize Stage Colors You can assign colors to each stage to improve visibility across your pipeline. **To set stage colors:** - Open a pipeline - Go to the **Stages** tab - Select a color for each stage ![Step 4: Customize Stage Colors (image 4 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155067901862/original/rnzo2M3KVSmYhTnRwq3g_VcBNXDbnkTGzg.png) **Step 4: Customize Stage Colors (image 4 of 7)** This screenshot appears in the "Step 4: Customize Stage Colors" section of "Step-by-Step Guide: Creating Pipelines". The text alongside this image reads: Open a pipeline Go to the Stages tab Select a color for each stage. This part of the guide covers 6 fields, listed below. Immediately after, the guide continues: Default (no color) Colored dot Background tint. - Where to go: Open a pipeline Go to the Stages tab Select a color for each stage - Fields: Default (no color), Colored dot, Background tint, Kanban and List views, Opportunity cards, Contact details view - Controls: Stages - Next: Default (no color) Colored dot Background tint Full procedure: 1. Open a pipeline 2. Go to the Stages tab 3. Select a color for each stage **Choose how colors appear:** - Default (no color) - Colored dot - Background tint ![Step 4: Customize Stage Colors (image 5 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155067901969/original/klOm-AP3gA1AoYtf2EHKNIB84D_SMNXHVQ.png) **Step 4: Customize Stage Colors (image 5 of 7)** This screenshot appears in the "Step 4: Customize Stage Colors" section of "Step-by-Step Guide: Creating Pipelines". The text alongside this image reads: Default (no color) Colored dot Background tint. This part of the guide covers 6 fields, listed below. Immediately after, the guide continues: Stage colors are reflected across. - What this covers: Default (no color) Colored dot Background tint - Fields: Default (no color), Colored dot, Background tint, Kanban and List views, Opportunity cards, Contact details view - Controls: Stages - Next: Stage colors are reflected across: Full procedure: 1. Open a pipeline 2. Go to the Stages tab 3. Select a color for each stage **Stage colors are reflected across:** - Kanban and List views ![Step 1 of 3: Kanban and List views](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155067901922/original/Q_SxAZrlOedv0Pfbc-03HL7h5Z7KjMXC_Q.png) **Step 1 of 3: Kanban and List views** This screenshot accompanies step 1 of 3 in the "Step 4: Customize Stage Colors" section of "Step-by-Step Guide: Creating Pipelines". At this point in the walkthrough you kanban and List views. For context, this section explains: You can assign colors to each stage to improve visibility across your pipeline. This part of the guide covers 6 fields, listed below. The next step is to opportunity cards. - What this covers: Kanban and List views - Fields: Default (no color), Colored dot, Background tint, Kanban and List views, Opportunity cards, Contact details view - Controls: Stages - Next: Opportunity cards Full procedure: 1. Kanban and List views <- this image 2. Opportunity cards 3. Contact details view - Opportunity cards - Contact details view ![Step 3 of 3: Contact details view](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155067901944/original/ZJLh93qgFwtFkjZU25Ai5NV_IiibRplvoA.png) **Step 3 of 3: Contact details view** This screenshot accompanies step 3 of 3 in the "Step 4: Customize Stage Colors" section of "Step-by-Step Guide: Creating Pipelines". At this point in the walkthrough you contact details view. For context, this section explains: You can assign colors to each stage to improve visibility across your pipeline. This part of the guide covers 6 fields, listed below. - What this covers: Contact details view - Fields: Default (no color), Colored dot, Background tint, Kanban and List views, Opportunity cards, Contact details view - Controls: Stages Full procedure: 1. Kanban and List views 2. Opportunity cards 3. Contact details view <- this image ### **Step 4: Delete a Pipeline Stage** When deleting a pipeline stage, you can now move existing opportunities instead of losing them. To delete a stage: - Open the pipeline you want to edit - Click the delete icon next to the stage - Select a destination stage for existing opportunities - Confirm the deletion All opportunities from the deleted stage are automatically moved to the selected stage. ### ** Step 5: Configure Pipeline Dashboard Visibility** You can control whether pipelines and stages appear in dashboards and reports. - Enable or disable pipeline visibility in: - Funnel charts - Pie charts - Configure stage-level visibility using the icons next to each stage These settings determine how pipeline data appears in opportunity dashboards. --- ## **FAQs** ### **Q: Do I need to create Won and Lost stages manually?** **No. GHL Customer Care automatically adds **Won** and **Lost** stages to every pipeline.** ### ****Q: What happens to opportunities if I delete a stage?**** **You can move all existing opportunities to another stage during deletion, preventing data loss.** ### **Q: Can I rename a pipeline after creating it?** **Yes, as long as the updated name is unique within the sub-account.** ### ****Q: Does the updated Pipelines experience change functionality?**** **No. Core functionality remains the same. The update focuses on UI improvements and safer stage management.** --- ## **Related Articles** - **[Understanding Pipelines](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/introduction-to-opportunities/understanding-pipelines) ** - **[Creating an Opportunity](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/getting-started-with-opportunities/step-by-step-guide-to-creating-opportunities)** ### ### --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com