Manage Pipelines
Editing a Pipeline
This article will guide you through how to edit a pipeline. In the top menu, navigate to Leads In the left hand sidebar, click on Pipeline Settings Click on the pencil icon next to the Pipeline you wish to edit On the right hand side bar you will ...
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 lead Pipeline Preferences in team member settings
This file will help a Team member set their Lead Pipeline display preferences, or an authorised Admin to do this on their behalf. Updating/Changing Pipeline Preferences Click on your profile photo in the top right corner Select My Settings Select the ...
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 ...