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Create a second deal pipeline in your settings

Configure a second deal pipeline in your settings by navigating to the deal pipeline management section, where you can customize stages and automate processes for improved sales…

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·5 Schritte·103 Aufrufe·Veröffentlicht

Configure a second deal pipeline in your settings by navigating to the deal pipeline management section, where you can customize stages and automate processes for improved sales management.

Step-by-step Guide5 Schritte

  1. Click the Settings link

    Clicking the Settings link will take you to the configuration options where you can adjust preferences for your Ads account and manage settings related to your campaigns.

    Click the Settings link
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  2. Click here to search settings

    By clicking here, you will search for items to manage your account settings.

    Click here to search settings
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  3. Click the Deal pipeline settings option

    This will open the deal pipeline management section, where you can configure deal stages, set up automation, and manage multiple deal pipelines.

    Click the Deal pipeline settings option
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  4. Type 'pipe' in Search Settings

    Enter the term 'pipe' in the Search Settings field to quickly access options related to deal and ticket pipeline settings. This will help you manage pipelines efficiently.

    Type 'pipe' in Search Settings
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  5. Click the Create pipeline button

    This action initiates the creation of a new pipeline in the Deals section, allowing you to define stages and customize your sales process.

    Click the Create pipeline button
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