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Multiple Deal Pipelines

How to set up and manage multiple Deal Pipelines

  1. Go to Deals.
  2. Hit the Gear in the top left corner.
  3. Hit the plus  in the top right corner, and enter the name for the new pipeline.
  4. Click on the Name of the new pipeline.
  5. Hit the plus in the rop right, and start setting up the stages for the new pipeline.
  6. After you've set up at least one Open and one Closed stage, your pipeline can be used from both the Web, and the Mobile.