Installation Company ERP / CRM


How To Copy or Delete a Pipeline

To Do This:

  1. Select the ‘Copy’ button beside the Pipeline you’d like to copy.
  2. Enter the name of the new Pipeline.
  3. If you need to change the pipeline you’re copying from, simply re-select this by clicking the drop down menu of Pipelines. Select ‘Add’.
  4. Select the ‘Edit’ button if you’d like to amend the pipeline.
  5. To delete the Pipeline, select the red ‘Delete’ button beside the Pipeline. Select ‘Yes’ to confirm.

Thank you for watching our how-to video on How To Copy or Delete a Pipeline, for more information and access to our free trial please visit our website https://businesspilot.co.uk

Did This Answer Your Question?

If not, try searching for another article below…

See what Joe thinks about Business Pilot

Request a Call Back

  • Hidden
  • Hidden
  • This field is for validation purposes and should be left unchanged.