Pipeline Views

Learn how to customize Pipeline views to suit your needs, so you can concentrate on the statuses that matter most to you.

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

Discover how you can personalize your Pipeline Views

Create a Pipeline View

What works best for you? Do you prefer a specific exit strategy process, or simple lead intake statuses? Let me know, or suggest 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

To edit a view you created, simply click the pencil icon in the top left corner of your system. This will take you to a screen where you can customize the statuses you see and rename the view as needed

For any questions or concerns, feel free to reach out at [email protected]. We’re always happy to help!