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Creating Pipelines

Pipelines are the representation of your sales processes of converting qualified leads into customers. You can set up multiple pipelines as per your requirement.

Before working on any other features, a pipeline needs to be created. To create a pipeline,

  1. On the top right-hand side of the page,
    • Go to settings
    • Click on Pipelines
    • Create a new pipeline by adding name and descriptions
    • Click ‘Create’

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