Create new deal pipelines

Deal pipelines help you organize and manage your deals based on your unique investment process. Whether you're separating deals by market, strategy, or funding structure, creating additional deal pipelines gives you more flexibility and visibility into your workflow. This guide walks you through how to create a new deal pipeline in Invelo and explains which subscription plans include this feature.

How to Create a New Deal Pipeline

Follow the steps below to create a new pipeline specifically for your Deals section.

1. Go to Your Deals Page

From the left-hand menu, click on the Deals tab to access your deals dashboard.

2. Select the Pipelines Dropdown

At the top of the Deals page, locate the Pipelines dropdown menu.
Click it to view your existing deal pipelines.

3. Create a New Pipeline

At the bottom of the dropdown list, click + New Pipeline.

4. Name Your Pipeline

Enter a clear and descriptive name for your new deal pipeline. Choose a name that makes it easy to identify the purpose or strategy of that pipeline.

5. Create Pipeline Stages

Add stages that reflect the steps in your deal process. Stages represent the progression of a deal from start to finish. You can fully customize these stages to match your workflow.

6. Save Your Pipeline

Click Save, and your new deal pipeline will now appear in your Pipelines dropdown within the Deals section.

Important Notes

Additional deal pipelines are available only on the Growth and Professional plans.
If you are on the BiggerPockets Pro Free plan or Starter plan, you will only have access to the default deal pipeline. You will need to upgrade your subscription to create additional pipelines.

Creating separate deal pipelines can help you stay organized, track performance by strategy, and gain better clarity into your investment process.

If you're unsure which plan is right for your business goals, our team is happy to help you explore your options.