Pipeline

Help articles to view, create, edit, and delete pipelines

Pipeline - Overview
To access Pipeline related pages, click on ‘Configuration' and navigate to ‘Pipeline’. 1 → To create a new sales pipeline, click on the ‘CR...
Thu, 17 Dec, 2020 at 1:20 PM
Create Pipeline
Configuration -> Pipeline To create your sales pipeline, click on ‘Configuration’ at the top menu and go to ‘Pipeline’. 1. In the ‘Create Pipelin...
Thu, 17 Dec, 2020 at 1:22 PM
Add/Delete Stage To Pipeline
Configuration → Pipeline To perform all Pipeline related actions, click on ‘Configuration’ in the top menu and navigate to ‘Pipeline’. Stages can be ma...
Thu, 17 Dec, 2020 at 1:23 PM
Add/Delete Task From A Pipeline Stage
Configuration → Pipeline To perform all Pipeline related actions, click on ‘Configuration’ in the top menu and navigate to ‘Pipeline’. Tasks in a stage...
Thu, 17 Dec, 2020 at 1:25 PM
Edit Pipeline
Configuration → Pipeline To perform all Pipeline related actions, click on ‘Configuration’ in the top menu and navigate to ‘Pipeline’. To edit details ...
Thu, 17 Dec, 2020 at 1:26 PM
Delete Pipeline
Configuration → Pipeline To perform all Pipeline related actions, click on ‘Configuration’ in the top menu and navigate to ‘Pipeline’. To delete a p...
Thu, 17 Dec, 2020 at 1:27 PM
View Pipeline Report
To know which leads are at which stage in the sales pipeline, click on ‘Pipeline Report’ on the top menu. Tip - To find the leads quickly, use the searc...
Sat, 5 Dec, 2020 at 7:15 PM