Create and manage pipelines

Before you start

Open the CRM, pipelines, and tasks area in a workspace where you have permission to make changes.
Know the exact result you want before changing data, sending accounts, campaigns, or automation settings.
Review any connected accounts, lists, credits, or permissions this workflow depends on.

Steps

Step 1

Open CRM, pipelines, and tasks

Go to the CRM, pipelines, and tasks area and confirm you are in the correct workspace before making changes.

Create and manage pipelines: CRM, pipelines, and tasks starting screen — Create and manage pipelines

Step 2

Complete the main action

Set up a pipeline and use stages to track opportunities.

Create and manage pipelines: Main workflow state — Create and manage pipelines

Step 3

Review the result

Check the saved record, list, account, campaign, agent output, validation message, or warning state before moving on.

Create and manage pipelines: Result or confirmation state — Create and manage pipelines

What happens next

Review the saved result before using it in a campaign or automation.
Move to the related guides below when you need the adjacent setup, validation, or troubleshooting workflow.

FAQ

Who should use create and manage pipelines?

Use this guide when you need to understand or complete this workflow inside CRM, pipelines, and tasks. It focuses on the product steps users actually take in DitLead.

What should I check before moving on?

Confirm the saved record, selected audience, connected account, validation state, or result shown in DitLead before using it in another workflow.

Launch safelyRun the launch checklist before sending

Review audience, senders, sequence copy, personalization, schedules, and validation blockers.

Review checklist

See it in the productSee CRM & Pipelines