How to create a pipe

Learn how to create a pipe to manage your process in one place.

Grazi Sabatini avatar
Written by Grazi Sabatini
Updated over a week ago

Estimated reading time: 2 minutes

To create a pipe, access Home. Then, click on New pipe.

Get started by choosing a process template in the Template Gallery.

You can customize it with phases, fields, and many other elements. Or, simply use as-is.

Keep in mind that only Admins can create pipes in a company's account. Learn more about company members and permissions.

Follow the steps on the screen and, in the end, you'll have a brand new pipe to begin playing with!

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