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

Getting Started with Pipeline

How to modify Pipeline columns to fit your workflow

Learn how to use pipeline and customer intake.

Learn how to access archived items in Pipeline and unarchive them

Frequently asked questions about the pipeline feature.

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

Find answers and get help from Intercom Support and Community Experts