Configuration → Pipeline
To perform all Pipeline related actions, click on ‘Configuration’ in the top menu and navigate to ‘Pipeline’.
Add A Task To A Pipeline Stage
To add a task to a stage of an already existing pipeline,
1. Click on the '+' icon below the stage name in the stage card.
2. ‘Add Task’ pop-up appears. Choose the type of task - it can be a phone call, email, or webinar.
3. Enter the ‘Task Name’ and click on ‘Add Conversations’ button. You have now successfully added a task to a stage of a pipeline.
You have now successfully added a task to a pipeline stage.
Delete A Task From A Pipeline Stage
To delete a task from a pipeline stage from the Pipeline page, click on the 'x' close icon near the task image.
