Configuring your sales pipeline
  • 11 Jan 2021
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Configuring your sales pipeline

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Permission

Administrator or Manager

  1. Go to My Account
  2. Go to Company
  3. Go to Pipeline
  4. Click on New Pipeline

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

Make sure that you click on Add Stage each time you wish to add a step. When you finish creating your pipeline click on Create.

To assign a pipeline to a contact or a relation, go to this contact and click on Settings.

To assign a pipeline to multiple contacts at once go to My Account / Company / Contact.

Select contacts by clicking on the tick box

Then click on the top right button Actions and Bulk Edit.

Then select pipeline and click on Save

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