company logo

Help center

All collectionsManaging your enquiriesPipelines

Pipelines

Add Multiple Pipelines

Pipelines

How to create a pipeline

How to connect your EnquiryBot to a pipeline

Maintaining your sales pipeline

Filtering and sorting enquiries on pipelines

Pipeline Views

Pipeline settings

Manually adding an enquiry to your pipeline

Customise the card details on the enquiry cards on your pipelines

Adding an enquiry to your pipeline (Manually)

Moving enquiries between pipelines & multi selecting

Pipeline Automation

Lost Reasons