Use One of Our Pipeline Templates
You have used our Campaigns to begin your automated outreach at scale, now it's time to choose a Pipeline Template to begin organizing and tracking your People through the Sales Process. Follow these 4 simple steps to create your own!
Click on the Pipelines tab on the left menu of your Dashboard
Click on the pink "+ Create Pipeline" button in the upper right corner of your screen
Name your Pipeline
Select one of our premade Templates. If you want to preview one of them, simply click on the eye icon in the bottom right corner of the Template
Looking for a more in-depth article about our Pipelines? Check this out!