What is a pipeline

Track progress visually across customizable workflows.

A pipeline helps you manage records through defined stages - ideal for sales, recruiting, onboarding, or any process with steps.

Pipelines use stages like New → Contacted → Negotiation → Closed to track progress over time.

Each record moves through stages as actions occur, helping teams stay aligned and forecast accurately.

Create a pipeline from scratch

To create your own pipeline:

1. Go to Pipelines

2. Click + New Pipeline

3. Select the entity to connect (e.g. Opportunities)

4. Define your stages, name them, and choose layout (Kanban or Table)

5. Adjust filters and visibility as needed

You can build pipelines for a variety of use cases beyond deals - like hiring, events, or customer support.

Templates

Start fast with prebuilt workflows for common processes.

Dalil includes ready-made pipeline templates that help you hit the ground running. Use a template and customize it as needed.

Available templates include:

• B2B Sales

• Customer Onboarding

• Candidate Tracking

• Event Planning

Templates include pre-set stages, layout, and filters - but you can modify everything to fit your process.

Tips:

• Use templates as a starting point, then tailor stages to your workflow

• Combine pipelines with filters and visibility settings for focused collaboration

• Clone pipelines to create variations for different teams or products