Pipeline

Learn how to use pipeline and customer intake.

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6 articles in this collection
Written by Katie Hickey

Pipeline

Getting Started with Pipeline

Centrally manage and quickly view estimate and job opportunities in each stage and take action.

Written by Katie Hickey
Updated over a week ago

Pipeline Estimates Board

Written by Katie Hickey
Updated over a week ago

Pipeline Jobs Board

Written by Katie Hickey
Updated over a week ago

Pipeline FAQs

Frequently asked questions about the pipeline feature in the Sales Management solution.

Written by Katie Hickey
Updated over a week ago

Customer Intake

Customer Intake Onboarding

Written by Katie Hickey
Updated over a week ago

Setting Up Customer Intake

Customer Intake is fully configurable, allowing you to create the best process for your business.

Written by Katie Hickey
Updated over a week ago