This article covers how to create, delete, and rename pipelines in Keap™, and how the pipeline to-do indicator works when multiple pipelines are active. For help managing deals within a pipeline, see how to manage deals in the Keap pipeline.

Create a New Pipeline

1. Navigate to My Day, then select Pipelines.

   

   The screenshot above shows the Pipelines view in the Keap My Day section.

2. Select the ellipsis menu and choose Manage pipelines.

   

   The screenshot above shows the ellipsis menu with the Manage pipelines option.

3. Select Add new pipeline.

   

   The screenshot above shows the Add new pipeline button on the Manage pipelines screen.

4. Select whether to use a template or create a custom pipeline, then select Get started.

   

   The screenshot above shows the pipeline creation options with the Get started button.

5. Enter a name for the pipeline and customize the stage names and number of stages.

   

   The screenshot above shows the pipeline configuration screen with the name field and stage customization options.

6. Select Save to create the pipeline.

   

   The screenshot above shows the Save button on the pipeline configuration screen.

Delete a Pipeline

1. From the pipeline view, select the ellipsis menu and choose Delete Pipeline.

   

   The screenshot above shows the Delete Pipeline option in the ellipsis menu.

   Note: Pipelines can only be deleted one at a time. Bulk deletion of multiple pipelines is not supported.

2. Select whether existing deals in the pipeline should be deleted or moved to another pipeline.

   

   The screenshot above shows the deal handling options when deleting a pipeline.

3. Select Delete pipeline to confirm.

   

   The screenshot above shows the Delete pipeline confirmation button.

Rename a Pipeline

1. Select the ellipsis menu and choose Pipeline settings.

   

   The screenshot above shows the Pipeline settings option in the ellipsis menu.

2. Edit the pipeline name in the name field.

   

   The screenshot above shows the pipeline name field in Pipeline settings.

3. Select Done to save the new name.

   

   The screenshot above shows the Done button used to save the renamed pipeline.

Pipeline To-Do Indicator

When multiple pipelines are active and a deal in a pipeline has an outstanding task, a dot indicator appears on that pipeline's tab. This makes it easy to identify which pipelines have deals that require attention. Hovering over the dot displays the number of outstanding tasks for that pipeline.

The screenshot above shows the dot indicator on a pipeline tab signaling outstanding tasks.

Frequently Asked Questions

What does this article cover?

This article covers how to create, delete, and rename pipelines in Keap, and how the pipeline to-do indicator works. For help managing deals within a pipeline, see how to manage deals in the Keap pipeline.

Can multiple pipelines be deleted at the same time?

No. Pipelines must be deleted one at a time. Bulk deletion of multiple pipelines is not supported.

What happens to deals when a pipeline is deleted?

When a pipeline is deleted, a prompt appears asking whether existing deals in the pipeline should be permanently deleted or moved to another pipeline. Select the preferred option before confirming the deletion.