The New pipeline wizard, step by step
Describe your business and your stages, and AI writes each stage's tasks and messages for you to approve.
Transcript
Here is how to make your own pipeline. First, describe your business, so the AI can suggest tasks that fit it. What you sell, to whom, and what sets you apart is enough. It's fine to paste straight from your website. The wizard starts you with three stages many teams share: Discovery, Proposal and Onboarding. Rename, add or remove stages until they match how you sell. Here they become First call, Proposal and Decision.
Give the pipeline a name; in this example, Roomwise for office managers. Press Create tasks with AI to get a first set of tasks for every stage, written for your business. Open a stage to see its tasks. They are a starting point: rename them, reorder them or add your own. Some tasks come with a draft e-mail, with the customer's name and company filled in for each deal.
When the stages look right, press Save and continue, and new deals start from this pipeline. Your new pipeline is ready. Start a new deal on a person's card in the CRM, and the deal follows its stages.