To access Pipeline related pages, click on ‘Configuration' and navigate to ‘Pipeline’.


1 To create a new sales pipeline, click on the ‘CREATE PIPELINE’ button on the top right corner and follow these steps


2 To edit or delete a pipeline, click on the three dots at the top right corner of the pipeline card.


3 To delete a task from a specific stage in the pipeline, click on the 'x' icon on top of the task image. Alternatively, you can also delete the task while editing the pipeline.


To get an overall view of where leads stand in a pipeline, click on the Pipeline Report in the top menu.