# Pipeline

{% 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="/files/Poyx0z9470Gz291LhiWs" 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="/files/9yPhglXOO9phNNjj3Pnd" 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="/files/BocY3ZcX9OBhpOoAIr7k" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/zGf8NAlZ7hV2SXlIYvRv" 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="/files/rIicncrhUBvQxjcDDKF5" 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="/files/q5uqEyjacdeMIjE1Q6k2" 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="/files/mt4vaQjAq6AxpSjSiZar" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/ZXguZ1lPK4v7maBx0eVA" 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="/files/VL6SDXscDXjXyUUvACK2" 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="/files/en216sdGLhsodszQEhwn" 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="/files/X6RwUF3sp4cbw0Kl6oW4" alt=""><figcaption></figcaption></figure>


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