For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/contacts/your-first-pipeline.md.
  • English

      • Build your first pipeline

      A pipeline is the CRM board where you follow your opportunities moving through stages. By the end of this walkthrough you will have a pipeline with stages, ready to take its first opportunity.

      Before you start

      • Role: only Owner or Admin see the button to create a pipeline.
      • Plan:

      Step by step

      1. In the CRM menu, open Pipelines.
      2. At the top of the screen, click Add Pipeline.
      3. The pipeline comes with two stages already in place — New Lead and In progress. Adjust them if you like: Add Stage creates another, and the X beside a stage removes it.
      4. Fill in the Pipeline name.
      5. Click Create pipeline. The button only enables once the name is filled in and at least one stage still has a name.
      6. On the Pipeline created! screen, click Open pipeline.

      The board opens with one column per stage. Each column starts empty.

      Add the first opportunity

      To see the pipeline working, create a card:

      1. In a stage column, click Create opportunity.
      2. Choose Add opportunity and link an existing contact or a new lead. In the Contact name field you can search by name, email, or phone; each result shows the email and phone below the name, so you can tell similar contacts apart before picking one.

      The card appears in the stage you chose. From there you drag it between columns as the deal moves forward.

      If it didn't work

      • The Add Pipeline button is missing: your role does not manage pipelines. See no permission.
      • Creation fails with an error: check the stages and look the code up in the error codes (Portuguese).
      • The board opens but you cannot add contacts: you may have reached your plan's contact limit (Portuguese).