1. Setting up a Pipeline

Step 1: Click “Pipeline” on left taskbar

Step 2: Click on the three-dot button next to the pipelines box and choose “Create Pipeline” to create a new pipeline.

Step 3: Nutsales offers customizable pipeline models. Add, edit, or delete stages to fit your team's needs and streamline your workflow.

NOTE: Remember to choose which users in your organization can see this pipeline (The admin role always see all pipeline)

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

2. Deleting a Pipeline

NOTE: Only admin can delete the pipeline.

Step 5: If you need to delete a pipeline, simply select the three-dot button next to the pipelines box.

Step 6: Select "Delete Pipeline" from the dropdown, then confirm by typing “DELETE” in the box.

This will delete all information related to that pipeline, including any rules and nuts associated with it.