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