🚿 Pipeline Setup

⭐ pipelines feed into the opportunities board and allow a contact to move between stages ⭐a pipeline will be needed for each campaign a client runs when setting up a new campaign, you may need to either modify the pipeline that was imported from the snapshot campaign or create a new pipeline modify an existing pipeline in the example below we will be modifying an existing pipeline to make it reflect the campaign we are setting up go to client account > settings > pipelines edit the pipeline by clicking the "pencil icon" in this example, all we need to do is rename the pipeline to reflect the special offer we are setting up if any stages need to be added, deleted or changed, it can be done here as well