Pipelines serve as indispensable tools, streamlining and automating diverse processes within your business workflows. They empower you to craft organized sequences of actions, directing leads or customers through predetermined stages, fostering effective communication and maintaining engagement consistency.
Pipelines can be accessed through: Sub account > Opportunities > Pipelines
Opportunity Stages
To edit opportunity stages, click on the pencil next to the pipeline and it will pull up each opportunity stage.
