Define the stages that opportunities move through with customizable pipelines.
Pipelines define the stages that opportunities move through. Each pipeline has a set of stages with names, colors, probabilities, and optional time tracking. You can create pipelines scoped to prospects, clients, or both.Go to Settings → Data customizations → Pipelines to manage them. Click Share with books beside a pipeline, select the books where it should be available, then click Save.For full details on creating and configuring pipelines, see:
Pipelines and stages
Create pipelines, configure stages, and manage pipeline settings
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