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Pipeline type implementation in Pipelines

Description: The new feature has been added in the pipeline module where when any Pipeline whose title have Sales, Renewals, Claims, Cancellations and Service then the pipeline type will be of that type only, And if these names are not available in the pipeline title then the pipeline type will be set to Other.

Navigation – 

  • Navigate to the pipeline module
  • Click on the pipeline
  • Check the title of the pipeline
  • Go to edit pipeline
  • You will be able to see that according to the pipeline title the pipeline type will be set default

Similarly if the pipeline title have not those names which are their in the pipeline type then it will be set other by default


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