Pipelines
How to use pipelines, and functions of pipelines page.
PLATFORM WORKFLOW Task Description: Create an Opportunity in Pipelines Objective: To show Organization Admins and Users how to create an opportunity in...
Mon, Mar 17, 2025 at 12:39 PM
PLATFORM WORKFLOW TASK DESCRIPTION: Exporting Pipeline Data as a Spreadsheet OBJECTIVE: ...
Wed, Feb 19, 2025 at 2:30 PM
PLATFORM WORKFLOW TASK DESCRIPTION: Exporting Pipeline Data as a PDF OBJECTIVE: How to Expor...
Wed, Feb 19, 2025 at 2:22 PM
PLATFORM WORKFLOW Task Description: Change the Stage of an Opportunity in a Pipeline Objective: To show Organization Admins and Users how to change the ...
Tue, Apr 1, 2025 at 10:53 AM
PLATFORM WORKFLOW Task Description: Change the Opportunity Status Objective: To show Organization Admins and Users how to change the opportunity status ...
Thu, Mar 20, 2025 at 8:41 AM
PLATFORM WORKFLOW Task Description: Add Appointments, Tasks and Notes to an Opportunity in a Pipeline Objective: To show Organization Admins and Users h...
Fri, Apr 11, 2025 at 10:13 AM