Deborah Lynne Pope asked us, “How do you add a category into your pipeline?” “When you say, ‘category’, are you referring to the titles at the top of each column? If so, you’ll just want to click Pipelines up at the top, next to Opportunities,…
category
2 Articles
M Perez asked us, “Good afternoon, I have 1600 leads loaded. I’m about to upload another 1200. please direct me to a video where I can learn to separate them by category, color tag, nickname, etc” “Here’s a quick recording for you: https://www.loom.com/share/a0705035c1394f7585ff6e78635fb611. Let me…