---
title: Create a sales pipeline in Infinity3
description: "Use a pipeline to track enquiries through your sales process and see where each potential deal stands. A pipeline contains stages. An opportunity represents an individual deal within one of those stages. #### Before you start You’ll need permission to…"
url: "https://www.infinity3.co.uk/help/create-a-sales-pipeline-in-infinity3/"
updated: "2026-10-07"
category: "Infinity3 Platform / Opportunities & Pipelines"
---

# Create a sales pipeline in Infinity3

Use a pipeline to track enquiries through your sales process and see where each potential deal stands.

A pipeline contains stages. An opportunity represents an individual deal within one of those stages.

#### Before you start

You’ll need permission to manage pipelines and an agreed outline of your sales process.

#### Create your pipeline

1. Log into the Infinity3 Platform at app.infinity3.ai.
2. Open **Opportunities** → **Pipelines**.
3. Click **Create New Pipeline**.
4. Enter a clear, unique name, such as “**Sales enquiries**”.
5. Add the stages your team needs, saving the pipeline when prompted.
6. Put the stages in the order enquiries normally progress.
7. Save and review the finished pipeline.

#### Choose useful stages

A simple starting point is:

- New enquiry
- Contacted
- Consultation booked
- Quote sent
- Decision pending

Agree what must happen before a deal moves into each stage.

Use the opportunity’s **Won** or **Lost** status to record the outcome. You don’t need to add duplicate outcome stages if your layout already provides them.

#### Things to know

- Keep stages clear enough for everyone to use consistently.
- Changing a pipeline can affect reporting and configured automations.
- Check existing opportunities and workflows before removing stages.

If you can’t create or edit a pipeline, contact Infinity3 to check your access.