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.



You have now successfully deleted a task from a pipeline stage.