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Integration (41)
Pipelines (139)
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Pipelines
Sales and Client Management, Sales CRM, Pipeline Manager…
Editor for notes
In this article, you will learn: Notes Editor in Contacts Notes Editor in Pipelines Enhanced Mention in Text Editor The editor for notes gives you
Pipeline Leaderboard
In this article, you will learn: Weekly/Monthly/Yearly View Card count for an assigned agent and who marked it as WON/LOST Customized Plecto Leaderboard Want to
How to manage Notification subscription
In this article, you will learn: How to Setup notification subscription? Daily Recap Email Notification and Subscription In the Pipelines module, you can notify designated
Forecast view- Deal Forecast
Anticipate demand with increased efficiency through the Forecast feature in Pipeline Manager. Sales managers can easily track deals on the basis of months. The organized sales
Settings in Pipeline
Pipeline Settings Board Settings Pipeline Settings Through Pipeline Settings, you can customize the overall settings of ALL the pipelines in general. To navigate to the
Won Deal Announcement
Congratulating the team after an agent wins a business (Card marked as won) × Dismiss alert Important: The deals won are based on Subscription, which
Email notification for the task due, cards due
A regular and constant follow up is required to push leads in pipelines for closing deals faster. To help maintain consistency on tasks and pipeline
Pipeline – FAQ
In this article, you will learn: What is a Pipeline? How is a pipeline board created? How to move from one board to another? What
Renewal Pipeline Automation
In this article, you will learn: How does it work? How many days before Renewal Automation start? How many days before the expiration date do
Share and download file from the pipeline
In this article, you will learn: View the file and send as an email attachment You can view the file, send it as an attachment
Restrict Pipeline Access
In this article, you will learn: How to restrict the Pipeline Access? Presenting a clear and relevant view of the data to the agents helps
Sort Deal cards within Stage
In this article, you will learn:​ By Default Deal Card display is based on Moved Date in Pipeline You can speed up information processing by
