Configuration → Pipeline


To perform all Pipeline related actions, click on ‘Configuration’ in the top menu and navigate to ‘Pipeline’.

Tasks in a stage can be manipulated while creating or editing a sales pipeline.

It can also be directly deleted from the main Pipeline page.


Add A Task To A Pipeline Stage

To add a task to a pipeline stage,

1. Click on the '+' icon under the stage box.

2. Choose the type of task - it can be a phone call, email, or webinar.



You have now successfully added a task to a pipeline stage.


Delete A Task From A Pipeline Stage

A task can be deleted from a stage in two ways - 


1. From the add/edit page of the pipeline itself



To delete a task from a particular stage in the pipeline, just click on the x icon at the top left corner of the task box.


2. From the main Pipeline page.

To delete a task from a pipeline stage from the Pipeline page, click on the 'x' close icon near the task image.



You have now successfully deleted a task from a pipeline stage.