How to set the pipeline (your workflow)
Setting

Step 1: Click “Pipeline” on left taskbar

Step 2: Click on the “Plus" icon to create new pipeline

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Step 3: Nutsales has several pipeline models available for different purposes. However, you can add/edit/delete stages to customize your pipeline, tailoring it to your team's needs and facilitating a clearer overview of the overall process.

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Step 4: Set the name for pipeline and “Save"

Still got questions? Reach out to us via email, or talk with our chatbot.