Pipelines

Articles

Accessing The Pipelines
Add a Contact within a Pipeline Stage
Add an Entire List of Contacts to a Pipeline Stage
Adding an Appointment Type to a Pipeline Stage
Adding and Managing Folders
Create a New Pipeline
Filtering the Pipeline by Assigned User(s)
Filtering The Pipelines
Identify if a Pipeline is Connected to a Partner or an Affiliate
Save a Smart View within a Pipeline Stage
Sorting Pipelines
Available Actions in the Pipeline’s Three-Dot Menu (Grid and List View)
Accessing Pipeline Settings
Adding a Form to a Pipeline Stage
Adding a New Stage to a Pipeline (Card View)
Adding a New Stage to a Pipeline (Horizontal and List View)
Adding a Trigger to a Pipeline Stage
Adjust the Pipeline Stage Card View
Changing and Understanding Views (Grid and List) in the Pipeline Section
Changing and Understanding Views (Horizontal, Grid, and List) in the Pipeline Stage Section
Deleting a Selected Pipeline (Grid and List View)
Exporting Contacts Within a Pipeline Stage (Horizontal and List View)
Move a Selected Pipeline to a Folder (Grid and List View)
Move Contacts to Another Pipeline or Stage (Card View)
Move Contacts to Another Pipeline or Stage (Horizontal View)
Move Contacts to Another Pipeline or Stage (List View)
Opening the Contact Modal in the Stage Section and Available Actions
Perform Bulk Actions in List View
Pin a Selected Pipeline for Quick Access (Grid and List View)
Saving a Pipeline as a Template in Grid or List View
Viewing All Pipelines by Folder
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