Learn how to use pipeline and customer intake.
KCWritten by Katie Hickey and Coach at HCP
Getting Started with PipelineWelcome to Pipeline! Now you can manage and take quick actions on lead, estimate, and job opportunities in every stage of the funnel.
Written by Katie Hickey. Updated over a week ago
Pipeline Board CustomizationHow to modify Pipeline columns to fit your workflow
Written by Katie Hickey. Updated this week