Question
The first step in setting up a sales pipeline is to go to the Fields tab to input your sales pipeline preferences. This includes static inputs like your sales report name, year, company name, and the event you are tracking, which could be sales, leads, or however you refer to it internally.
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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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