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Leads Section*

1 How to Use the Individual Pipeline View*

Overview This tutorial explains how to access, use, and export pipelines and the resources associated with them. What is a Pipeline View A pipeline view is a way to view the resources associated with a pipeline in a column format. Each column header in a…

2 Understanding Client List Options*

Overview This tutorial explains the client list options and how to change them. Client List Options When creating or editing a client record there are several options that can be checked which affect how StudioCloud shows or interacts with that client record.…