Support Center

Pipeline

  • Setting up your sales pipeline

    The pipeline is designed to reflect the stages in your sales process and is customizable. The ClinchPad applic...

    Jan 15, 2014 04:21PM IST
  • View leads assigned to a particular user

    You can view the leads assigned to a particular user by clicking on the users profile picture on the bottom ri...

    Jan 14, 2014 04:26PM IST
  • Creating a new pipeline

    Multiple pipelines can be created to manage different aspects of your business. To create a new pipeline, cl...

    Jan 14, 2014 03:16PM IST
  • Renaming a Pipeline

    You can rename pipelines by clicking on Manage Pipelines in the Pipeline menu or alternatively, you can go to ...

    Jan 13, 2014 06:52PM IST
  • Deleting a Pipeline

    You can delete pipelines by clicking on Manage Pipelines in the Pipeline menu or alternatively, you can go to ...

    Jan 13, 2014 06:50PM IST
  • Changing default Pipeline

    You can change the default pipeline by clicking on Manage Pipelines in the Pipeline menu or alternatively, you...

    Jan 13, 2014 06:39PM IST
  • Changing Pipeline view to List view

    You can view your Pipeline in the default Pipeline view format or the List view format. To switch between bot...

    Jan 13, 2014 03:54PM IST
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