Pipelines

Open Settings > Pipelines to configure Connect opportunity stages. Owner or Admin access is required to make changes.

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Create a pipeline or stage

If several pipelines exist, choose the one to edit. Use + Pipeline, enter Name, and select Create pipeline for a different stage sequence. Stages are grouped into In progress and Done. Select the plus beside a group to add a stage: Select Create. Stage names do not determine funnel reporting; Tracks as does. Choosing none excludes the stage from funnel milestone reporting.

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Edit, reorder, or remove stages

Use Edit > Save to change a stage. Its existing In progress/Done category and outcome cannot be changed in that editor. Drag the reorder handle to change order within a group. Order saves immediately. Delete archives a stage from the active pipeline while preserving opportunity history. You cannot remove the sole Lead stage; add another Lead stage first.

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Move cards automatically

Enable Enable automatic stage movement and choose a destination for each rule:

• Form says qualified
• Form says needs triage
• Form says disqualified
• Books a call
• Books a call while in triage

Each rule offers Don’t move or an In progress stage. Booking while in triage overrides the general booking rule. Automatic moves do not move cards backward. Set Leave hand-moved cards alone for in minutes. The default is 1,440 minutes, or 24 hours; the maximum is 43,200 minutes. Rules save on each change, without a Save button. Switching automatic movement off stops card moves; incoming events can still create opportunities.