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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.