Multiple Deal Pipelines
How to set up and manage multiple Deal Pipelines
- Go to Deals.
- Hit the Gear
in the top left corner.
- Hit the plus
in the top right corner, and enter the name for the new pipeline.
- Click on the Name of the new pipeline.
- Hit the plus
in the rop right, and start setting up the stages for the new pipeline.
- 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.