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Pipeline

Pipeline

Learn how to use pipeline and customer intake.

11 articles
KC
Written by Katie Hickey and Coach at HCP

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.
K
Written by Katie Hickey. Updated over a week ago

Pipeline Board Customization

How to modify Pipeline columns to fit your workflow
K
Written by Katie Hickey. Updated this week

Pipeline

7 articles
KC
Written by Katie Hickey and Coach at HCP

Customer Intake

2 articles
K
Written by Katie Hickey
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