Go to your Pipeline

Pipeline CRM Help Center

Search for any help questions or topics.

November 2021

Avatar
Maria Herrell
Updated 2 years ago

Desktop Version

  • You can now create custom deal statuses from within the Deal Statuses section of Account Settings! This allows you to track the status of your Deals which may not fit into the stages you have created. These statuses can be added in addition to the default statuses of Red, Yellow, and Green. Learn more.
  • You can add now add a name to your import on the last step. Then, you can add the column titled "Imported" to your lists and search for the name of your specific import. This is helpful to allow you to classify your imports based on where you received them, who imported them, or any other relevant information. Learn more. 

Mobile Version

  • Mobile version 3.0.96 was released for minor bug fixes.

November Product Newsletter

Did this answer your question?
😞 😐 😃