{"id":809,"date":"2025-08-11T14:31:38","date_gmt":"2025-08-11T14:31:38","guid":{"rendered":"https:\/\/rs.quarticon.com\/jak-utworzyc-i-edytowac-pipeline-w-crm\/"},"modified":"2025-08-12T15:38:14","modified_gmt":"2025-08-12T15:38:14","slug":"jak-utworzyc-i-edytowac-pipeline-w-crm","status":"publish","type":"post","link":"https:\/\/help.quarticon.com\/pl\/jak-utworzyc-i-edytowac-pipeline-w-crm\/","title":{"rendered":"Jak utworzy\u0107 i edytowa\u0107 pipeline w CRM?"},"content":{"rendered":"<article class='jsx-ef86202475c6562f '>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>Wiesz ju\u017c, czym jest pipeline i do czego s\u0142u\u017cy. W tym artykule krok po kroku poka\u017cemy Ci:<\/p>\n<\/div>\n<div class='intercom-interblocks-unordered-nested-list'>\n<ul>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><a href='#h_06b75d1990'>jak stworzy\u0107 nowy pipeline<\/a><\/p>\n<\/div>\n<\/li>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><a href='#h_037569c355'>oraz jak go edytowa\u0107<\/a>.<\/p>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-heading intercom-interblocks-align-left'>\n<h2 id='h_06b75d1990'>Jak utworzy\u0107 nowy pipeline?<\/h2>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b>1. <\/b>Przejd\u017a do zak\u0142adki <b>Deals<i> <\/i><\/b>w lewym menu, by wej\u015b\u0107 do CRMu.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-image intercom-interblocks-align-center'><a href='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/527171578\/38977cca38e15ebbc89c80de\/f381081f-f875-445a-9bd4-896c8f5f7a36.png' target='_blank' rel='noreferrer nofollow noopener'><img src='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/527171578\/38977cca38e15ebbc89c80de\/f381081f-f875-445a-9bd4-896c8f5f7a36.png'><\/a><\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b>2. <\/b>Kliknij na rozwijan\u0105 list\u0119 przy nazwie istniej\u0105cego pipeline&#8217;u i kliknij przycisk <b><i>Add a pipeline<\/i><\/b>.<\/p>\n<\/div>\n<div class='intercom-interblocks-image intercom-interblocks-align-center'><a href='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/527157490\/dc032a8c56b289801d95b02b\/image.png' target='_blank' rel='noreferrer nofollow noopener'><img src='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/527157490\/dc032a8c56b289801d95b02b\/image.png' width='321' height='405'><\/a><\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b>3.<\/b> W modalu, kt\u00f3ry pojawi Ci si\u0119 na ekranie, uzupe\u0142nij nast\u0119puj\u0105ce informacje:<\/p>\n<\/div>\n<div class='intercom-interblocks-unordered-nested-list'>\n<ul>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>Nazwa pipeline&#8217;u (Pipeline Name)<\/p>\n<\/div>\n<\/li>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>Domy\u015blna waluta (Default Currency) \u2013 wybierz walut\u0119, kt\u00f3r\u0105 chcesz zastosowa\u0107 w transakcjach<\/p>\n<\/div>\n<\/li>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>Dost\u0119p grup (Group Access) \u2013 wybierz grupy, kt\u00f3re b\u0119d\u0105 mia\u0142y dost\u0119p do tego pipeline&#8217;u. Mo\u017cesz wybra\u0107 wi\u0119cej ni\u017c jedn\u0105, przytrzymuj\u0105c klawisz Shift na klawiaturze i klikaj\u0105c w wybrane grupy.<\/p>\n<\/div>\n<\/li>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>Metoda przypisania (Assignment Method) \u2013 wybierz metod\u0119 przypisania transakcji (deala). Transakcje mog\u0105 by\u0107 automatycznie przypisywane przy u\u017cyciu <i>Round robin<\/i> lub <i>Round robin deal value<\/i>. Mo\u017cesz te\u017c zamiast tego przypisa\u0107 je r\u0119cznie, wybieraj\u0105c opcj\u0119 <i>Manually assign<\/i>.<\/p>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class='intercom-interblocks-image intercom-interblocks-align-center'><a href='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/528978294\/2381b05bb4b7e33a72ccc43b\/image.png' target='_blank' rel='noreferrer nofollow noopener'><img src='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/528978294\/2381b05bb4b7e33a72ccc43b\/image.png' width='487' height='396'><\/a><\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b>4.<\/b> Je\u015bli wybierzesz metod\u0119 <i>Round robin<\/i> lub <i>Round robin deal<\/i>, pojawi\u0105 si\u0119 dodatkowe opcje: wybierz u\u017cytkownik\u00f3w, kt\u00f3rym maj\u0105 by\u0107 rozdzielane transakcje. Wymienieni u\u017cytkownicy to u\u017cytkownicy w wybranej grupie (grupach).<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-image intercom-interblocks-align-center'><a href='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/528978098\/f143d3ecd85b8d05f2a0a5e9\/image.png' target='_blank' rel='noreferrer nofollow noopener'><img src='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/528978098\/f143d3ecd85b8d05f2a0a5e9\/image.png' width='484' height='698'><\/a><\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>Domy\u015blnie ta opcja jest ustawiona na <i>All users in groups with access<\/i> (<i>Wszyscy u\u017cytkownicy w grupach z dost\u0119pem<\/i>). Aby zmieni\u0107 t\u0119 opcj\u0119, kliknij menu rozwijane i wybierz konkretnych u\u017cytkownik\u00f3w, kt\u00f3rym chcesz rozdziela\u0107 transakcje. Mo\u017cesz wybra\u0107 wi\u0119cej ni\u017c jednego u\u017cytkownika, przytrzymuj\u0105c klawisz Shift na klawiaturze i klikaj\u0105c nazwy u\u017cytkownik\u00f3w. U\u017cytkownicy, kt\u00f3rzy nie zostan\u0105 wybrani, nie otrzymaj\u0105 transakcji z tego pipeline&#8217;u.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>Po wyborze u\u017cytkownik\u00f3w kliknij przycisk <b><i>Add<\/i><\/b>.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-image intercom-interblocks-align-center'><a href='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/528970328\/5f5da30b2aec6770268c360d\/image.png' target='_blank' rel='noreferrer nofollow noopener'><img src='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/528970328\/5f5da30b2aec6770268c360d\/image.png' width='488' height='190'><\/a><\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b>5. <\/b>Tw\u00f3j nowy pipeline wy\u015bwietli trzy domy\u015blne etapy: To Contact, In Contact i Follow-Up.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-image intercom-interblocks-align-center'><a href='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/528974199\/083bcd9409f32181112dc0bc\/image.png' target='_blank' rel='noreferrer nofollow noopener'><img src='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/528974199\/083bcd9409f32181112dc0bc\/image.png' width='894' height='254'><\/a><\/div>\n<div class='intercom-interblocks-heading intercom-interblocks-align-left'>\n<h2 id='h_037569c355'>Jak edytowa\u0107 pipeline?<\/h2>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>W pipelinie mo\u017cesz edytowa\u0107:<\/p>\n<\/div>\n<div class='intercom-interblocks-unordered-nested-list'>\n<ul>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>jego nazw\u0119<\/p>\n<\/div>\n<\/li>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>domy\u015bln\u0105 walut\u0119<\/p>\n<\/div>\n<\/li>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>opcj\u0119 dost\u0119pu grup<\/p>\n<\/div>\n<\/li>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>metod\u0119 przypisywania transakcji<\/p>\n<\/div>\n<\/li>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>wyb\u00f3r u\u017cytkownik\u00f3w, kt\u00f3rym maj\u0105 zosta\u0107 przydzielone transakcje (<i>Round robin<\/i> lub <i>Round robin deal<\/i>)<\/p>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>Aby edytowa\u0107 pipeline:<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b>1.<\/b> Przejd\u017a do zak\u0142adki <b>Deals<i> <\/i><\/b>w lewym menu, by wej\u015b\u0107 do CRMu.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b>2.<\/b> Kliknij na symbol z\u0119barki przy pipelinie, kt\u00f3ry chcesz edytowa\u0107.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-image intercom-interblocks-align-center'><a href='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/528985672\/c381f40034bd1fb50053704a\/image.png' target='_blank' rel='noreferrer nofollow noopener'><img src='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/528985672\/c381f40034bd1fb50053704a\/image.png' width='353' height='265'><\/a><\/div>\n<div class='intercom-interblocks-table'>\n<table>\n<tbody>\n<tr>\n<td>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>Je\u015bli masz aktualnie otwarty inny pipeline ni\u017c ten, kt\u00f3ry chcesz edytowa\u0107, znajd\u017a go, klikaj\u0105c w list\u0119 rozwijan\u0105 przy nazwie wy\u015bwietlanego pipeline&#8217;u.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-image intercom-interblocks-align-center'><a href='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/528986659\/2cf6aa422d69a0cce457ce45\/image.png' target='_blank' rel='noreferrer nofollow noopener'><img src='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/528986659\/2cf6aa422d69a0cce457ce45\/image.png' width='298' height='404'><\/a><\/div>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b>3. <\/b>Wprowad\u017a zmiany w nowo otwartym oknie z ustawieniami pipeline&#8217;u i kliknij <b><i>Save<\/i><\/b>.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-image intercom-interblocks-align-center'><a href='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/528987891\/710de0bb9f958687acb4a4d0\/image.png' target='_blank' rel='noreferrer nofollow noopener'><img src='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/528987891\/710de0bb9f958687acb4a4d0\/image.png' width='490' height='396'><\/a><\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-horizontal-rule'>\n<hr>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b> Powi\u0105zane artyku\u0142y:<\/b><\/p>\n<\/div>\n<div class='intercom-interblocks-unordered-nested-list'>\n<ul>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b><a href='\/wstep-do-crm-czym-jest-i-do-czego-mozesz-go-wykorzystac\/'>Wst\u0119p do CRM: czym jest i do czego mo\u017cesz go wykorzysta\u0107?<\/a><\/b><\/p>\n<\/div>\n<\/li>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b><a href='\/pipelines-stages-deals-i-tasks-czym-sa-i-do-czego-sluza\/'>Pipelines, stages, deals i tasks \u2013 czym s\u0105 i do czego s\u0142u\u017c\u0105?<\/a><\/b><\/p>\n<\/div>\n<\/li>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b><a href='\/jak-stworzyc-i-edytowac-etapy-stages-w-pipelinach\/'>Jak stworzy\u0107 i edytowa\u0107 etapy (stages) w pipelinach?<\/a><\/b><\/p>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<\/article>\n","protected":false},"excerpt":{"rendered":"<p>Wiesz ju\u017c, czym jest pipeline i do czego s\u0142u\u017cy. W tym artykule krok po kroku poka\u017cemy Ci:jak stworzy\u0107 nowy pipelineoraz jak go edytowa\u0107. Jak utworzy\u0107 nowy pipe<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-809","post","type-post","status-publish","format-standard","hentry","category-cdxp"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/posts\/809","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/comments?post=809"}],"version-history":[{"count":6,"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/posts\/809\/revisions"}],"predecessor-version":[{"id":2323,"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/posts\/809\/revisions\/2323"}],"wp:attachment":[{"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/media?parent=809"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/categories?post=809"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/tags?post=809"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}