Install a pipeline starter kit
Review an industry template and add only the parts your team needs.
Follow the steps
Open pipeline settings
In Opportunities, open Pipeline settings and find Starter kits. Search by industry, then preview the kit description and stage sequence.
Install the pipeline deliberately
Confirm the reviewed kit. Installation adds a new pipeline; it does not move existing opportunities or enroll contacts.
Choose optional additions
Preview suggested tags, the first follow-up email draft, and the follow-up workflow draft. Add them separately only if useful. Tags do not automatically label existing opportunities, and the workflow draft starts inactive.
Check the dashboard
Open View this kit’s pipeline dashboard and verify its stage and deal coverage before relying on the view.
Check the result
The new pipeline and any optional draft or tags appear in the intended workspace; no message was sent.
Review and activate any workflow yourself. Rolling back an unused kit may be possible only while its pipeline remains empty.