> For the complete documentation index, see [llms.txt](https://docs.neodove.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.neodove.com/admin-portal/campaigns.md).

# Pipeline

Explore the Pipeline and how to create and customize it.

{% embed url="<https://youtu.be/MqEbt7z4T70>" %}

The pipeline plays a **crucial role** in the creation of campaigns and the management of leads. It serves as the **backbone** for organizing and streamlining the **lead journey**, from initial capture to eventual conversion.&#x20;

{% hint style="success" %}
To input data into NeoDove, users must **create** a campaign. However, creating a campaign requires setting up a **pipeline** with a lead journey.&#x20;
{% endhint %}

If users have **multiple purposes**, they can create **multiple pipelines** accordingly.&#x20;

Each campaign created will be associated with a **specific pipeline**, aligning with the intended purpose and ensuring data population within the **designated pipeline**.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FQEyz2nb72cUG96vvFDaf%2FPipelines.png?alt=media&amp;token=95b9db09-18ff-4bc8-9491-712e8f67f889" alt=""><figcaption></figcaption></figure>

### Let us explore how to create a Pipeline:

***

1. **Log in** to your NeoDove account ( <https://connect.neodove.com/> )&#x20;
2. Need to click either on the "**Settings**" option or "**Manage Users**" option.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2F8cI77ap56LAiYoVQp1U3%2FPipeline%20Creation.png?alt=media&amp;token=e986e234-7657-4257-9612-9c73e0a3de6b" alt=""><figcaption></figcaption></figure>

3. Once **clicked** on any of the options, it will redirect to a window with **nine sections** but predominantly showing the "**Manage Users**" section.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FIOTrKxbFEr7KMwAEYeAe%2FUsers%20Part.png?alt=media&amp;token=eed63012-5ea7-4b21-978b-8fb180420f16" alt=""><figcaption></figcaption></figure>

4. Then, need to click on the "**Pipelines**" option just in between the "**Preference**" and "**Profile**" options.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FxbfwJagQQVyZi0qf27fb%2FPipeliness.png?alt=media&amp;token=0b181b5d-a1e9-41e8-9c8a-3712bc5e24af" alt=""><figcaption></figcaption></figure>

5. A default **Pipeline** would be visible along with the **default** Stages, Tags and Transitions.
6. In order to **add** or **customize** any stages need to click on the **"+"** button inside the stages.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FsKRGdtiXpFoWpa2NsSu2%2FStages%20and%20Tags.png?alt=media&amp;token=7ce29aca-b697-4d17-825c-44c893fdf10d" alt=""><figcaption></figcaption></figure>

7. An "**Add Stage**" option will pop-up where we need to add the **stage name** which we want to create in the **lead journey**.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FcCHOFkaz3g9zZQ7Cy10Q%2FAdd%20a%20Stage.png?alt=media&amp;token=75626f78-54d9-4e48-8444-6f907ff03c67" alt=""><figcaption></figcaption></figure>

8. After clicking on **create**, the particular **Stage** will get created with a **pop-up** on the top of the screen.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FZQYb0Wu0UpTUkyGDx4dj%2FInterested.png?alt=media&amp;token=69f1faca-5cfa-4166-99cc-39cb516ee273" alt=""><figcaption></figcaption></figure>

9. Now, to further **add tags** and **transitions** to the stages, select any **stage**.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2F8n8osXpiQR42EMS0Yglk%2FTags%20and%20Transitions.png?alt=media&amp;token=e84e4a32-9077-4bd8-a0e4-15d95f3a4b12" alt=""><figcaption></figcaption></figure>

10. Choose the **transitions** of our choice.
11. We can add as many **Tags** as we want and then press **Enter**.  **E.g. -** hot, cold, warm (We can **assign** different tags to different stages).
12. We can edit the **Stage Name** and even the **Pipeline Name** also can be edited.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2F8PsRXN6xvjz9wzAe9nFv%2FStage%20Name.png?alt=media&amp;token=3559a860-3309-4ef0-a851-55370091d82c" alt=""><figcaption></figcaption></figure>

13. After the **editing part**, we need to click on the "**Save**" button from the top right corner of the **screen**.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FhcE1W4hGMGEqodltDnP0%2FSave%20Pipeline.png?alt=media&amp;token=61f33e57-a65f-448d-bd51-e4a84bd0065b" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
Once a **pipeline** is created and set up, it can be **edited** or **customized** at any time to adapt to changing business needs or requirements.&#x20;
{% endhint %}

Additionally, if users wish to create a new pipeline, they can do so by clicking on the "**Create Pipeline**" option located in the top right corner of the screen.&#x20;

This **flexibility** allows users to continuously refine and optimize their **lead management processes** to achieve better results.&#x20;

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FyXV5E0Ce4Dm4wR2Kemuu%2FCreate%20a%20Pipeline.png?alt=media&amp;token=f76f2d2a-e26a-40ce-bd52-8be340a52c8a" alt=""><figcaption></figcaption></figure>
