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Using Pipelines

Why use pipelines?

Create a Pipeline

How to create a pipeline? How to use a predefined template?

Select a Pipeline

How to change pipeline?

Manage Pipeline columns

How to add a column? How to change the name of a column? How to change the order of columns?

Rename a pipeline

How do I change the name of a Pipeline?

Delete a Pipeline

How to delete a Pipeline?

Add members to a Pipeline

How to add members to a Pipeline, from the Pipeline, or the Inbox or the leads...?

Change a member's Pipeline column

How to change the column for a member of a pipeline, from the pipeline or from the Inbox?

Actions in a Pipeline

Several mass actions can be launched from a Pipeline.