How to Add a Pipeline to Mautic

Before you start

Mautic does not ship with a native deal pipeline, so adding one starts by installing Deal Flow into the same Mautic instance you already run. The installation steps below are the short version of the full installation guide, and the pipeline setup steps match the current product screens: a Deals menu with Pipeline, Pipelines, and Deal Stages underneath it.

Step 1: Install the plugin

Deal Flow installs like a standard Mautic plugin: download the bundle, unzip it into plugins/DealFlowBundle/, rebuild the cache, and reload plugins.

If you want the detailed command notes, including the warning about cache:clear --no-warmup, use the full installation guide. For this tutorial, the important checkpoint is simple: after mautic:plugins:reload, Mautic recognizes DealFlowBundle.

Step 2: Activate the plugin and enter the license key

1. 1

   Open the Mautic plugin screen

   In Mautic, go to Settings → Plugins and open Deal Flow.

2. 2

   Enter the license key

   Paste the key from the purchase confirmation email into the License Key field, then click Save & Close.

3. 3

   Confirm the new Deals menu appears

   Once the plugin is active, the left navigation gains a Deals section. That section is where the pipeline screens live.

Step 3: Create the pipeline

Open Deals → Pipelines. This is the management screen for named pipelines. The pipeline list shows the pipeline name plus whether it is default, active, how many stages it has, and how many deals sit inside it.

1. 1

   Open the Pipelines screen

   Use the Deals menu in Mautic, then click Pipelines.

2. 2

   Click New Pipeline

   The button appears in the top-right corner of the screen. Create one pipeline first rather than several.

3. 3

   Name it for the process you are tracking

   Use a concrete name such as Sales Pipeline, New Business, or Partnerships. After saving, the pipeline should appear back in the list.

If this is the pipeline your team will use most often, make it the default while you are here. The screenshot above shows a saved Sales Pipeline marked as default and active.

Step 4: Add your stages

A pipeline exists before it is useful, but it is not usable until it has stages. On the Pipelines list, each row includes a Stages action. Open that next and add the ordered steps your deals move through.

The current product flow supports open stages plus closed outcomes, and the shipped examples use a sequence like Identified, Prospect, Opportunity, Closed Won, and Closed Lost.

1. 1

   Open Stages for the pipeline you just created

   From Deals → Pipelines, click Stages on that pipeline’s row.

2. 2

   Add the stages in the order deals will move

   Start with the smallest set that reflects your process. Three open stages and two closed stages are enough to begin.

3. 3

   Save and return to the board

   When the stages are saved, the pipeline board can render columns for them. Without stages, there is nowhere for a deal card to land.

Step 5: Create your first deal

Now open Deals → Pipeline. This is the live board view. The current interface shows the board columns, search, stage counts, and a New Deal button in the top-right corner.

1. 1

   Open the Pipeline board

   Use Deals → Pipeline to switch from configuration into the working board.

2. 2

   Click New Deal

   The board view exposes the button directly, so you can create deals without leaving the pipeline.

3. 3

   Enter the deal details

   Use the pipeline you just created, set the current stage, and fill in the fields that matter for the first deal: title, amount, company, owner, and expected close date if you have it.

4. 4

   Save and confirm the card lands on the board

   After saving, the deal should appear in the stage column you chose. That is the first proof that the pipeline is live.

Step 6: Verify the workflow on the deal detail page

Open the deal you just created. The detail page is where Deal Flow keeps the rest of the working context: buying committee associations, notes, tasks, files, activity, and the right-hand deal details panel.

Use this page to check that the new pipeline is doing real work and not just displaying columns:

• Pipeline and stage show the values you just set.
• Amount, currency, owner, and company are attached to the deal itself, not buried in a contact note.
• Add Note and Add Task are available immediately, so the deal can become an operating record instead of a static card.
• Buying Committee is ready when you want to associate more than one contact with the same deal.

Once those four checks pass, you have moved past “plugin installed” into an actual working pipeline inside Mautic.

Frequently asked questions

Can I add a pipeline to core Mautic without a plugin?

No. Core Mautic has contact stages, but it does not include a native deal object or a deal board. Adding a real pipeline inside Mautic requires a plugin layer that creates deals, pipelines, stages, and their related screens.

What stages should I start with?

Start with the fewest stages that describe how deals actually move. A basic first pass is Identified, Prospect, Opportunity, Closed Won, and Closed Lost. You can rename and expand later once the team is using the board daily.

What is the difference between Pipeline and Pipelines in the menu?

Pipeline is the working board where deals are viewed and moved. Pipelines is the configuration list where you create a named pipeline and manage actions such as editing it or opening its stages.

What should I do after the first deal is live?

Add the real stakeholders to the deal, create the first follow-up task, and decide whether the deal stage should sync to a Mautic contact stage. The broader context for that is in Mautic Stage vs Pipeline and Buying Committee Tracking.