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How to Create and Edit a Pipeline

In Aritic PinPoint, you can create a pipeline by clicking on the “Pipelines” button in the upper left corner of the CRM. There is an additional benefit as when you are creating pipelines; you can name them too and select a currency.

  • In Aritic Dashboard go to the Deal>>click on Overview>>Pipeline

In this way, you can understand the way, how deals are added to that pipeline, either via a round robin system or automatically get distributed to individual team members based on the deal value. You can also select the option of disabling auto assignment of deals in that pipeline.

  • Give the name and Add to the Pipeline, After adding Click on “Save Changes” button. To save the Pipeline.

 

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