The Two Ways to Review Pipelines

Uncover two easy methods to switch your Pipeline and take your workflow to the next level! 🔄💡

Option 1: Review the Pipelines via Pipeline Dashboard

Step 1

Click on "Pipeline" on the system's left side.

Step 2

To open a specific pipeline, click the "dropdown menu" at the top left of the Pipeline page, and click to open a particular pipeline.

Step 3

The Pipeline dashboard will load and automatically switch to the Pipeline you selected.

Option 2: Review the Pipelines via Pipeline Manager

Step 1

Click on "Pipeline" on the system's left side.

Step 2

Click on the "Pipeline Manager" Tab.

Step 3

Click the "three dots" kebab dropdown menu to the right of the Pipeline keyword search field, and click on the Pipeline you want to review.

Step 4

This will show the Pipeline Stages, Time duration, and Automations assigned to each stage. You can manage the Pipeline Settings, and when you navigate to the Pipeline section, the dashboard will switch to the selected pipeline.