Pipeline Views

This article provides you how to make Pipeline views allow you to focus on the specific statuses you want.

To Learn more about Call Scripts/ Webforms check out the video below!

Create a Pipeline View

Whether that is a particular exit strategy flow, just the statuses for your lead intake person, or any other combination you can think of.

Select All Status

Select the + symbol add Create Pipeline View

Add Label, Select Statuses you want to be in this pipeline view and click Create

Edit your Pipeline View

If you wish to edit a view that you already created, on the top left corner of your system click on the pencil icon and you will be presented with the screen where you can change the status’s that you see and rename it if necessary.

Sections