How to create a custom pipeline in Pipedrive

To create a custom pipeline in Pipedrive, open the pipeline settings, add a new pipeline, name it, and set up the stages to match your sales process. Then save it and check the Deals area to confirm it appears where you expect. If it doesn’t show up, the usual causes are permissions, being in the wrong account or workspace, or not refreshing after saving.

Before you start

• You need access to the account settings for your Pipedrive workspace.
• In many accounts, that means being an admin or having permission to edit pipelines.
• If you only have permission to view deals, you may be able to see pipelines but not create or edit them.

Pipeline settings usually live under the gear or settings area, then inside the Deals or Pipelines section. The exact labels can vary a little by plan, account setup, or interface version, so the menu names may not match your screen exactly.

Create the new pipeline

1. Open Pipedrive and go to the settings area.

2. Find the pipeline settings page.

Settings > Deals > Pipelines

If your account uses slightly different labels, look for the place where deal pipelines are managed.

3. Choose the option to add a new pipeline.

4. Enter a clear name for the pipeline.

Pick a name that tells your team what it is for, such as a region, product line, or sales motion. Keep it easy to recognize, because that name will show up when people create or move deals.

5. Confirm the new pipeline.

After you save or confirm, Pipedrive should create the pipeline and take you to its stage setup or back to the pipeline list.

Add, rename, reorder, or remove stages

1. Review the default stages that Pipedrive creates for the new pipeline.

2. Add any stages your process needs.

Use stages that reflect how deals really move in your team. For example, a simple pipeline might move from initial contact to qualified, proposal, negotiation, and won or lost.

3. Rename the stages so the labels match your team’s language.

Keep the names specific. If a stage means something different to your team than it does in another pipeline, make that clear in the label.

4. Reorder the stages so they follow the real sales flow.

Drag the stages into the sequence your reps actually use. The first stage should be the earliest point in the deal, and later stages should move toward close.

5. Remove any stages you will not use.

If Pipedrive created a stage that does not fit your process, delete it or remove it from the pipeline only if you’re sure nothing depends on it. If there are already deals in that stage, check what will happen to those deals before deleting anything.

A useful test here is to imagine a real deal from your team and see whether it can move through the pipeline without awkward gaps. If a stage feels unnecessary or out of order, adjust it now rather than after reps start using it.

Save it and check that it shows up in Deals

1. Save the pipeline changes.

2. Open the Deals area.

3. Start creating a new deal or edit an existing one and check the pipeline selector.

The new pipeline should appear in the list of available pipelines. If you select it, the stages you set should be available right away when you move a deal through the pipeline.

4. Move a test deal into the new pipeline.

If the pipeline is working, you should be able to assign a deal to it and see the correct stage options. That is the quickest confirmation that the setup is active, not just saved in settings.

If you don't see the pipeline right away

Start with the simplest checks first.

• Refresh the page or open Deals again.
• Make sure you are in the same Pipedrive account and workspace where you created the pipeline.
• Check that you have permission to view or edit pipelines.
• Confirm that you saved the pipeline after naming it and adding stages.
• Look for the pipeline in the pipeline selector when creating a deal, not only in the settings area.

If the pipeline still does not appear, check whether your role limits pipeline visibility or editing rights. In some accounts, a user can see deals but not the admin settings where pipelines are managed.

If someone else created the pipeline, ask them to confirm it was saved in the same company account you are using. A pipeline made in another workspace or account will not show up in yours.

If the pipeline appears in settings but not in Deals, try signing out and back in, then check again. If that still does not help, the next thing to verify is whether the pipeline was created but hidden by permissions or account structure rather than missing altogether.