The input fields section significantly affects the pipeline visualization. It determines what lead information is to be displayed on the pipeline. Any data that is checked in these boxes will appear on the pipeline visualization, thus influencing its look and the information it conveys.
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First, the user will go to the Fields tab to input their sales pipeline preferences. Input your static inputs, like your sales report name, year, company name, and the event you are tracking - in most cases this will be sales, leads, or however you refer to it internally. Then, chose the pipeline data formatting, including preferred currency and date formats. Now, two input sections impact the look of the rest of the pipeline: the pipeline display and the input fields. The pipeline display indicates what lead information is to be displayed on the pipeline. Anything checked in these boxes will appear on the pipeline visualization.
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