HOW TO ADD A PIPELINE

Start by navigating to:

  1. My Account then Settings
  2. Pipelines
  3. Select "Add new pipeline"


You’ll be prompted to create a name for your new Pipeline.


HOW TO ASSIGN CLIENTS TO A PIPELINE


When you create a new user, you can select pipeline directly by selecting the pipeline. 

You can select multiple pipelines. For existing contacts, click on Edit Settings to setup a pipeline. .

Did this answer your question?