Support Center

Creating a new pipeline

Last Updated: Jan 14, 2014 03:16PM IST
Multiple pipelines can be created to manage different aspects of your business. 

To create a new pipeline, click on Create Pipeline option from the Pipeline menu.



Enter the name of the new pipeline in the pop-up box and click on Create.



Get started on the new pipeline by editing stages and adding leads.

To switch between pipelines, click on the Pipeline menu button and select the desired pipeline.


 
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