Getting Started with the Sales Pipeline
To create your first Sales Pipeline, go to your Board in the left menu. Here, click on the Settings button in the top right corner.
Again, in the top right corner, you have a button with three dots. When you click on this, select the option for +Add Board.
Then, a popup will ask you to enter the Board Name and select the members to have access to this specific board. Make sure you turn on the toggle for "Use board as a Sales Pipeline". Once done, click on Save.
When you're ready with this, you'll have your Sales Pipeline with predefined stages, and you can start filling the pipeline with leads.
