Help center
Go to Genie AI
All collections
Pipelines
Pipelines
This section will teach you how to effectively use pipelines with your CRM.
Filter Opportunities
How to create a Pipeline
How to Edit or Delete Created Pipelines
How to Create New Opportunities
Opportunities Cards
How to allow duplicate opportunity
Opportunities Overview
Opportunity Statuses - Won, Lost, and Abandoned
Opportunities - Guide on How to View Notes