Configuring your sales pipeline
Administrator or Manager
- Go to My Account
- Go to Company
- Go to Pipeline
- 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