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Pipeline

Setting up your sales pipeline
The pipeline is designed to reflect the stages in your sales process and is customizable. The ClinchPad application comes with 5 default stages:  Lead, Cont...
Mon, 24 Feb, 2020 at 1:42 PM
Setting default todos for a stage
You can set default todos for each stage of your Pipeline. This feature allows you to set a list of todos which are automatically created whenever a lead is...
Tue, 25 Feb, 2020 at 1:59 PM
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 right corner of the pipeline. Clicking on the us...
Mon, 24 Feb, 2020 at 2:28 PM
Creating a new pipeline
Multiple pipelines can be created to manage different aspects of your business.  To create a new pipeline, click on Create Pipeline option from the Pipelin...
Mon, 24 Feb, 2020 at 2:30 PM
Renaming a Pipeline
You can rename pipelines by clicking on Manage Pipelines in the Pipeline menu or alternatively, you can go to the settings menu and select the Pipelines opt...
Mon, 24 Feb, 2020 at 2:30 PM
Deleting a Pipeline
You can delete pipelines by clicking on Manage Pipelines in the Pipeline menu or alternatively, you can go to the settings menu and select the Pipelines opt...
Mon, 24 Feb, 2020 at 2:31 PM
Changing default Pipeline
You can change the default pipeline by clicking on Manage Pipelines in the Pipeline menu or alternatively, you can go to the settings menu and select the Pi...
Mon, 24 Feb, 2020 at 2:32 PM
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 both views, click on the View option from the Pip...
Mon, 24 Feb, 2020 at 2:32 PM