In this tutorial, we'll show you what a pipeline is, and how to manage yours at Samdock.

☝ A pipeline is a representation of the journey your contacts go on from being a qualified lead to closing the deal. It's divided into different stages that the contact goes through.

In Samdock, pipelines are presented as a kanban board, from which you can drag and drop deals onto the different stages of the pipeline.

Hover over the name of the pipeline and type your new name to rename it.

This number you see on top of the screen represents the number of deals in your pipeline.

Search any deal in this specific pipeline. Note that other deals in different pipelines won't show in the results.

In the left section of the screen, you'll see all the pipelines you've created.

Click on the one you need to view it.

Create a new pipeline by clicking on Add pipeline.

NOTE: there must be at least one pipeline for Samdock to work. Because of this, only the additional pipelines can be deleted.

Every column that you see represents a stage in the pipeline.

☝ A stage represents a step in the customer's journey, from qualified lead to closed deal.

Hover over and in between two stages to create a new stage in the pipeline.

Pipeline settings

Click on the 3 dots in the upper right corner, and then on Pipeline settings.

Rename the pipeline

Here you'll be able to change the name of your pipeline.

You'll see a lock icon next to the first and the last stage of the pipeline.

The reason why is that Samdock needs to have a beginning and an ending stage of a pipeline to work, so these are not possible to delete nor to rearrange in a different order.

To reorder the stages of the pipeline, drag and drop the stage you need to move from the two lines next to every name of a stage.