Manage Pipelines
Changing Pipeline Preferences
This file will help a Team Member set their Pipeline display preferences. Your own preferences: Click on your profile photo in the top right corner. Select My Settings. Select the Leads tab on the left side. Choose the Default Pipeline, Default ...
Viewing a Pipeline
This article will guide you through viewing a Lead's status in a Pipeline. Hover over Leads in the header menu. Select Pipeline in the left hand corner of the page. You will now be taken to the Pipeline view. You can change the Pipeline by clicking ...
Adding a New Pipeline
This article will guide you through adding a new Pipeline to your database. Hover over Leads in the header menu. Click on Pipeline Settings in the button left corner. Click on Add Pipeline. You will now be taken to the Add Pipeline screen: Title - ...