Manage Pipelines
Editing a Lead in a Pipeline and Changing its Status
This guide will walk you through how to edit a lead in your pipeline and change its status. Ensure you have the appropriate permissions to edit leads before proceeding At the top of your database, click on the Leads tab to access your lead management ...
Changing Pipeline Preferences
This file will help a Team Member set their Pipeline display preferences. Updating/Changing Pipeline 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, ...
Viewing a Pipeline
This article will guide you through viewing a Lead's status in a Pipeline. Click on 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 into ...
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 - the ...