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Knowledge Base/Opportunities & Pipelines/Understanding Pipelines

Understanding Pipelines

Pipelines in Bizura let you visually manage opportunities as they move through different stages of your sales or service workflow. With the updated Pipelines experience powered by the HighRise design system, pipelines are easier to navigate, faster t

Last updated: May 26, 2026


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On this page

  • Overview
  • Pipelines List View
  • Why Pipelines Matter
  • Pipeline Stages
  • Editing a Pipeline and Its Stages
  • Deleting a Pipeline Stage
  • How it works
  • Example Pipeline Stages
  • Example: Sales Pipeline
  • Example: Service Business Pipeline
  • Best Practices
  • Keep It Simple
  • Automate Smartly
  • Review Regularly
  • Data-Driven Optimization
  • Common Use Cases
  • FAQs
  • Q: Do I lose opportunities when I delete a pipeline stage?
  • Q: Is the updated Pipelines experience required?
  • Q: Did any pipeline functionality change?
  • Q: Do existing automations still work?
  • Useful Links

In this folder

  • Understanding Pipelines
  • Understanding Opportunities in Bizura
  • Step-by-Step Guide: Creating Pipelines
  • Step-by-Step Guide to Creating Opportunities
  • How to use Custom Fields for Opportunities
  • Editing Opportunities
  • Editing Opportunities Status
  • Deleting and Restoring Opportunities & Pipelines
  • How to Decouple Owners for Contacts and Opportunities
  • Importing Opportunities using a CSV file
  • How to Filter Opportunities
  • Searching for Opportunities
  • List View for Opportunities
  • How to Decouple Owners for Contacts and Opportunities
  • Customize Opportunity Cards in Board View
  • Multiple Opportunities For The Same Person In The Same Pipeline
  • Opportunities - FAQs
  • How to Color-Code Opportunity Pipelines (Smart Tags)
  • How to Manage Pipeline Permissions
  • Understanding The Create New Opportunity Toggle
  • How to Duplicate & Copy Pipelines to Sub-Account(s)
  • Use Kanban View in Opportunities
  • Opportunity Forecasting in Bizura
  • Smart Lists in Opportunities
  • How to Customize Pipeline Stage Colors in Opportunities
  • Automating Opportunities
  • Multiple Opportunities Toggle in Workflows
  • How to Use Opportunity Notes?
  • Add Prospects to a Pipeline from the Prospecting Tool
  • Bulk Edit Opportunities

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