Who this is for / When to use
This article is for account admins and users who manage sales, projects, or customer journeys and need to create, edit, reorder, or restrict access to pipelines in Kyrios.
What a pipeline is in Kyrios
A pipeline is a structured set of stages that represents how opportunities move through a process, such as lead management, sales, onboarding, or project delivery. Each opportunity exists in one stage at a time, and stage changes can trigger reports, automations, and permissions.
How to create a pipeline
Creating a pipeline allows you to define custom stages that match your business workflow.
Step 1: Navigate to Pipelines
Go to Opportunities from the left navigation, then select the Pipelines tab at the top of the page.
Step 2: Start a new pipeline
Click Create Pipeline in the top-right corner of the Pipelines page.
Step 3: Name the pipeline
Enter a unique, descriptive pipeline name. Pipeline names must be unique across the account.
Step 4: Add and configure stages
Add stages by clicking Add Stage, then enter a name for each stage.
Each stage includes options to:
Include the stage in the Funnel Chart
Include the stage in Stage Distribution reporting
Stages can be removed using the trash icon.
Step 5: Reorder stages
Drag stages up or down using the handle on the left to match your desired workflow order.
Step 6: Create the pipeline
Click Create to save the pipeline.
How to edit a pipeline
Editing a pipeline allows you to update its name, stages, order, reporting visibility, or permissions.
Step 1: Open the pipeline editor
From the Pipelines list, click the Edit (pencil) icon next to the pipeline.
Step 2: Update the pipeline name
Change the pipeline name if needed. The name must remain unique.
If the name already exists, Kyrios displays an error and prevents saving.
[Screenshot Placeholder: 1764256559097-image.png — Duplicate pipeline name error message]
Step 3: Modify stages
You can:
Rename stages
Add new stages
Delete stages
Reorder stages by dragging
Reporting visibility can be toggled per stage.
[Screenshot Placeholder: 1764256837799-image.png — Editing and reordering stages]
Step 4: Save changes
Click Update to apply changes to the pipeline.
Managing pipeline sharing and permissions
Pipeline permissions control which users or roles can view or update opportunities in a specific pipeline.
Where to find pipeline permissions
Open the pipeline editor and select Sharing & Permissions.
Permission options
You can configure access using one of the following modes:
Share with all users (view-only or editable)
Share with selected users
Exclude specific users
Admins always retain full access.
Important permission rules
Users cannot access opportunities in pipelines they do not have permission for
Permissions can be assigned at the user or role level
Pipeline access changes are recorded in Audit Logs
Users who own open opportunities must be reassigned before being excluded
Duplicate pipeline and stage name rules
Kyrios prevents duplicate pipeline and stage names to maintain clean reporting and automation logic.
What is restricted
Creating a pipeline with an existing pipeline name
Adding or renaming a stage to a name that already exists in the same pipeline
What is allowed
Existing pipelines and stages created before this rule remain unchanged
Error behavior
If a duplicate name is used, Kyrios blocks saving and displays an error message.
Common issues and fixes
Error: “A pipeline with this name exists”
Cause: The pipeline name is already in use.
Fix: Enter a unique pipeline name before saving.
Cannot exclude a user from a pipeline
Cause: The user owns one or more open opportunities in the pipeline.
Fix: Reassign the opportunities to another user, then update permissions.
Stages not appearing in reports
Cause: Reporting options are disabled for the stage.
Fix: Edit the pipeline and enable Funnel Chart or Stage Distribution for the stage.