---
title: Pipeline Configuration
description: Here is a quick guide on how manage your pipelines
---

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# Pipeline Configuration

## Here is a quick guide on how manage your pipelines

- Create pipeline
- Archive pipeline
- Delete pipeline

**Note:** Only **administrators & Moderators** can configure a pipeline

### **How to Create a Pipeline**

1. Navigate to the **Settings/Administration** panel.
2. Select **+ New Pipeline** from the left-hand menu.
3. Enter a name, select the pipeline type, and click **Create Pipeline**.

![Screenshot 2024-12-16 at 14.03.20](https://help.edda.co/hs-fs/hubfs/Articles/pipeline%20Configuration/Screenshot%202024-12-16%20at%2014.03.20.png?width=670&height=334&name=Screenshot%202024-12-16%20at%2014.03.20.png)

#### **What are the differences between these pipelines?**

- **Companies** to add any companies you may be invested in
- **LPs** is used to track and qualify potential LPs/investors within your fund
- **Partners** was created for networking purposes. Its purpose is to provide the ability to add partners funds to invest with, to have the list of other funds you are working with, to push them deals and to build projects with them.
  
  Within an LP or Partner profile, you will find a **‘Companies’** tab. This tab provides an overview of all companies linked to that specific LP or Partner in your Companies Pipeline. Additionally, there are minor variations in default fields and stage names across pipeline types.
  
  ![121](https://help.edda.co/hs-fs/hubfs/Articles/pipeline%20Configuration/121.png?width=670&height=200&name=121.png)

### **How to archive an existing pipeline**

To archive a pipeline, select the desired pipeline, go to **Settings**, click the **Options** button in the top-right corner, and choose **‘Archive’**.

![Screenshot 2024-12-16 at 14.39.37](https://help.edda.co/hs-fs/hubfs/Articles/pipeline%20Configuration/Screenshot%202024-12-16%20at%2014.39.37.png?width=670&height=353&name=Screenshot%202024-12-16%20at%2014.39.37.png)

**Note:** You can not archive a pipeline that you are currently viewing. If the archive option does not display, please switch pipelines and select the pipeline options again.

### **Delete an archived pipeline**

After a pipeline is archived, it will remain visible in your pipeline list within the **Settings/Administration** panel. From there, you can choose to either restore or delete the pipeline at any time.

To avoid any accidental deletions of your pipelines, deleting a pipeline is a two-step process.

![Screenshot 2024-12-16 at 14.43.53](https://help.edda.co/hs-fs/hubfs/Articles/pipeline%20Configuration/Screenshot%202024-12-16%20at%2014.43.53.png?width=670&height=366&name=Screenshot%202024-12-16%20at%2014.43.53.png)

### **Update pipeline name**

You can update the pipeline name by going to **Settings → Select Pipeline → Settings**, entering the new name, and clicking **Save**.

![Screenshot 2026-04-09 at 12.15.15](https://help.edda.co/hs-fs/hubfs/Articles/pipeline%20Configuration/Screenshot%202026-04-09%20at%2012.15.15.png?width=670&height=315&name=Screenshot%202026-04-09%20at%2012.15.15.png)

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