Pipeline Management

Learn how to have pipelines to keep track of your sales processes or workflows.

Pipelines Overview [1:45 min]

See how pipelines can help you keep track of your sales processes or workflows.

How to create a pipeline [4:52 min]

Learn how to create your own pipelines!

Multiple pipelines [1:09 min]

Learn how to create multiple pipelines.

Add customers to pipelines [2:17 min]

How to automatically add customers to pipelines using workflow

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