Pipeline

Pipeline - Track Leads & Opportunities
Manage new business via the CRM Pipeline Tool. Track leads and opportunities from a prospect to a won project. To turn on the pipeline and customise y...
Thu, 4 Dec, 2025 at 6:11 AM
Configuring the Pipeline Automation
The Pipeline Automation is designed to streamline your workflow and boost efficiency. With this powerful tool, you can automate repetitive tasks, ensure con...
Mon, 26 Aug, 2024 at 10:54 AM
Using the Pipeline Automation
Once you’ve set up Pipeline Automation to fit your needs, you can start using it right away.  Mandatory Information & Freeforms Once you’ve got ev...
Mon, 26 Aug, 2024 at 10:54 AM