Pipeline Management
How to set up & use Pipeline Management
12 articles
See more fields with a detailed view in the Panel
Weflow Engagement Score
Use custom filters to combine AND & OR using conditional groups
Customize your Kanban boards
Use calculations in your pipeline views
Importing existing views from Salesforce
Adjusting row height and cell width
Setting up and configuring Warning Signals
The difference between Kanban and Table views
Warning Signals
Set up custom views for your workflows
Using imported views from Salesforce