Editing Pipeline (section)

=== Creating a New Pipeline ===
To set up a new pipeline, follow these steps:

# Click on '''Deals''' in the left menu.
# Click on the pipeline dropdown and then click the '''Add a pipeline''' button.
# The '''Add a Pipeline''' modal will open. Fill in the necessary information:
   * '''Pipeline Name''': Enter the name of your new pipeline.
   * '''Default Currency''': Select the default currency from the dropdown menu. This currency will be used by default for all deals added to this pipeline.
   * '''Group Access''': Choose the group(s) that will have access to this pipeline. You can select multiple groups by holding the Shift key while clicking on group names.
   * '''Assignment Method''': Select an appropriate deal assignment method from the dropdown, such as:
     - '''Round robin'''
     - '''Round robin deal value'''
     - '''Manually assign'''
# If you selected '''Round robin''' or '''Round robin deal value''', the modal will expand to allow you to select users from the chosen group(s). By default, this option is set to '''All users in groups with access'''. To change this, click the dropdown to select users for deal distribution.
# Finally, click the '''Add''' button to create your pipeline.

Your new pipeline will now load and display three default stages: '''To Contact''', '''In Contact''', and '''Follow Up'''.