Pipeline (Pro)

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Add a Stage
To add a new stage, go to " Pipeline " located on the left hand navigation Click " Add a Stage " start typing the name in the text box Click the Save  button. ...
Add a Deal
Pro tip! Click images and animated gifs to view larger To add a new Deal from the Pipeline Dashboard from the left hand Nav. When in the pipeline to create a deal  Click "Add a deal"  Click Select a contact...
Manage Deals
Edit Deal Details Click on a deal to add notes, send emails, manage the contacts, and manage team members attached to the deal. Delete a Deal   Click the trash can button to delete a deal Move a Deal   Click on a deal ...
Deal Activity Feed
Each time to you move a deal to a different stage, the Deal activity feed will make a record of the event with a date and timestamp. To see the Deal activity, simply open any Deal card (either by going to a contact record or going directly to your ...
Deal Email
Send customized emails from deal cards within your Pipeline. With full rich text editing capabilities, you can add bullet points, change font sizes, link to URLs, and more! Add a new Pipeline Click Pipeline from the left side navigation Cl...
Pipeline: Add and remove tags
Pipeline Automation provides the ability to automate key steps in your pipeline process. You can keep your leads moving through your sales process by configuring automation that triggers when a new lead enters or exits a stage.  Set up pipelin...
Pipeline: create a task
Setup Pipeline automation Navigate to the pipeline from the main navigation menu Click the gear to manage you settings for that stage Click Configure automation You can select to apply an action when a deal is moved Into or Out ...
Pipeline: Email Automation
You can automatically send an email when a deal moves to and from stages in your sales pipeline. Click the gear icon, then click Configure automation on the stage that you wish to automate Choose whether you want to send the email when movin...
Pipeline: Multiple Pipelines
  Create a new pipeline Start by going to your Pipeline page Click the Add pipeline button at the top right of the page Name and Save your new Pipeline Now, when you go to your Pipeline page, you will have access to your ne...
Pipeline: Moving deals to another pipeline
Follow these steps if you need to move a deal to a different pipeline Click on the deal Click the Stage to select the pipeline and stage you would like to transfer this deal to In the Deal activity section, you will see a line item des...