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...
Tue, 21 Dec, 2021 at 6:51 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...
Wed, 22 Dec, 2021 at 1:02 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...
Wed, 22 Dec, 2021 at 4:32 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’. Add A Task To...
Wed, 22 Dec, 2021 at 4:44 PM
Edit Pipeline
Configuration → Pipeline To perform all Pipeline related actions, click on ‘Configuration’ in the side menu and navigate to ‘Pipeline’. Steps to update...
Wed, 22 Dec, 2021 at 6:11 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...
Wed, 22 Dec, 2021 at 4:36 PM