📄️ How can I have multiple pipelines?
For many companies, there are multiple processes used for sales completion, which is why you can create multiple pipelines for your deals.
📄️ How can I customize my pipeline stages?
Fintesk comes with a basic sales pipeline that outlines a straightforward sales flow. As deals move through these stages, you’re given a visual overview of where your items are in the sales process.
📄️ How can I add a stage to my pipeline?
To add a new stage to your pipeline, click the pencil icon next to your pipeline’s name or hover your cursor over a pipeline after opening the dropdown.