How To ...*

1	How to Create a Pipeline for Clients* Overview Client pipelines are used to track the status of a client, prospective, or lead. The pipeline steps should occur one after another. How to Create/Edit a Client Pipeline Go to the Clients component Click on the Settings tab Click the Manage Lead Pipelines…
2	How to Track Clients, Prospective Clients, and Leads Using Pipelines* Overview Click here for instructions on how to setup lead tracking.