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Available Actions in the Pipeline’s Three-Dot Menu (Grid and List View)

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Bytimothy A
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Overview: 
The Pipeline Three-Dot Menu offers actions like edit, delete, move, and pin for a selected pipeline in Grid or List view. This helps you manage pipelines efficiently from a single menu.

Follow these steps to use the available actions in a pipeline’s three-dot menu in Grid or List view:

Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section.
Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section.
Step 2: You will be navigated to the Pipelines.
Step 2: You will be navigated to the Pipelines.
Step 3: Select a pipeline, then click on the three-dot menu. 
Step 3: Select a pipeline, then click on the three-dot menu.
Step 4: A pop-up window will appear with several options: open the pipeline to access its settings, save it as a template, move it to a folder, or delete it.
Step 4: A pop-up window will appear. From here, you can open the pipeline, to go pipeline settings. You can also save your pipeline as template for future use. A move to folder is available allowing you to move your selected pipeline to a folder and lastly a Delete option.
Step 5: Keep in mind that, unlike other pipelines, those associated with partners and affiliates cannot be deleted from the three-dot menu.
Step 5: Keep in mind that unlike the other pipelines, pipelines that associated with partners and affiliates can't be deleted within the three-dot menu.
Step 6: In the list view, all options available in the three-dot menu are the same as those in the grid view. 
Step 6: On the list view, all the available option from the three-dot menu were same as from the grid view.

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