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  2. Pipeline Management

How to create and manage multiple pipelines

Users now have the ability to add and manage several pipelines

After opening the "Deals" tab, navigate to the left side of the screen and click "Add Pipeline":

Screen Shot 2024-05-17 at 9.47.55 AM

Then add the details of the pipeline and click "Create Pipeline". 

Screen Shot 2024-05-17 at 9.56.00 AM