Shared guide

How to set up custom pipelines for different teams

Step-by-step guide covering: Click on "Click here."; Click Pipeline; Click on "Click here."; Click New pipeline.

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·21 steps·11 views·Published
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Step-by-step Guide21 steps

  1. Click on "Click here."

    Click on "Click here."
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  2. Click Pipeline

    Click Pipeline
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  3. Click on "Click here."

    Click on "Click here."
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  4. Click New pipeline

    Click New pipeline
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  5. Click on "Click here."

    Click on "Click here."
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  6. Type "Sales team pipeline"

  7. Click Save changes

    Click Save changes
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  8. Click on "Click here."

    Click on "Click here."
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  9. Type "Contract Signed"

  10. Click on "Click here."

    Click on "Click here."
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  11. Type "Invoice Sent"

  12. Click on "Click here."

    Click on "Click here."
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  13. Press a

  14. Type "Payment Received"

  15. Press a

  16. Click on "Click here."

    Click on "Click here."
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  17. Type "Kickoff Scheduled"

  18. Press a

  19. Click on "Click here."

    Click on "Click here."
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  20. Type "Onboarding Complete"

  21. Click Save changes

    Click Save changes
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