Pipelines

  1. Hibox CRM gives you the ability to have different pipelines that you can manage and customize. Click on the “DEALS” section on the left-side menu.

  2. Click on Pipelines.

  3. Visualize all of your currently active pipelines on this list.
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  4. Enter any pipeline by clicking on its name.
  5. Edit any of your pipelines by clicking on the “Edit” button to the right of each pipeline.
  6. Learn how to Edit a Pipeline here.
  7. Learn how to create a New Pipeline.

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