How to move your customer using Pipeline
Learn how to manually move customers from one column to another by following the steps below:
Step 1: Log in to bookipi.com.
Step 2: Choose 'Manage customers'.
Select 'Manage customers' on the left-hand side of your screen to access Pipeline.
Step 3: Click the three dots.
Select the three dots next to your customer’s name.
Step 4: Select ‘Move to’ from the drop-down menu.
Click the ‘Move to’ button and choose the appropriate column where you want to move your customer.
For your convenience, you can simply drag the customer and place them under the column where you wish to move them.
Discover more tutorials for Bookipi Invoice Web App
Discover more tips on how to get the most out of Bookipi Invoice web app with our Bookipi Invoice guides.
Want to send invoices easily? Download the Bookipi Invoice mobile app and check out our Bookipi Invoice mobile app guides.