Creating a Pipeline

SD
Written by Shanna Doherty
Updated 2 years ago

To create a new pipeline, use the left hand menu to navigate to the Partners Pipeline screen. 

This feature is synced with your CRM, however, should no suitable pipeline be found, it will prompt you to create an automatic pipeline, or else ask if you would prefer to handle this manually. 

Further pipelines can be added by selecting the "add pipeline" button. From here, you can name the pipeline and the deal stages. 

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