Overview

Pipelines in Scalendo help organize and automate sales or service workflows by visually tracking opportunities through defined stages. The platform features an updated Pipelines experience using the HighRise design system, which can be enabled from Sub-account → Labs.

How to Create and Manage Pipelines

Step 1: Access the Pipelines Section

To access pipelines:

• Navigate to your Sub-account
• Click Opportunities in the left sidebar
• Select Pipelines from the top navigation menu

Step 2: Create a New Pipeline

Once on the Pipelines page:

• Click Create new pipeline (top-right corner)
• Enter a descriptive Pipeline Name
• 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

To add stages:

• Enter a Stage Name
• Click Add stage to create additional stages
• Repeat as needed

To manage stages: