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Pipelines and Pursuits

Overview

  • Difference Between Pipelines and Pursuits
  • Understanding Pipeline Flows

Pipelines

  • Pipelines
  • Stages
  • Create Pipelines
  • Edit Pipelines
  • Add, Edit, or Delete Stages

Pursuits

  • Pursuits
  • Create a Pursuit
  • Add Pursuits to Existing Pipelines
  • Link Pursuit
  • Move Pursuits to a New Stage
  • Internal Pursuits vs Public Pursuits

Tasks

  • Tasks
  • Assign Tasks
Last updated on December 1, 2022

Categories

  • Getting Started
  • Account Settings
  • About Workplace
  • Pipelines and Pursuits
  • About Discovery
  • About Client Portal
  • About Knowledge
  • Common Questions
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