Pipeline
Learn how to use pipeline and customer intake.
11 articles
KC
Written by Katie Hickey and Coach at HCPGetting 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.K
Written by Katie Hickey. Updated over a week ago
Pipeline Board Customization
How to modify Pipeline columns to fit your workflowK
Written by Katie Hickey. Updated this week