Pipeline

Getting Started with Pipeline

Welcome to Pipeline! Now you can manage and take quick actions on lead, estimate, and job opportunities in every stage of the funnel.

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Written by Katie Hickey
Updated over a week ago

Leads Board & Creating a Lead

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Written by Katie Hickey
Updated over a week ago

Pipeline Estimates Board

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Written by Katie Hickey
Updated over a week ago

Pipeline Jobs Board

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Written by Katie Hickey
Updated over a week ago

Pipeline Automations

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Written by Katie Hickey
Updated over a week ago

Leads Conversion Rate Report

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Written by Coach at HCP
Updated over a week ago

Pipeline FAQs

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

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Written by Katie Hickey
Updated over a week ago

Customer Intake Onboarding

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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.

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Written by Katie Hickey
Updated over a week ago