Pipelines and Prospect Sources

  • Prospect Source Administration

    OverviewProspect Sources are used to determine how a prospect record was created and help explain how/where/when a pr...

  • Pipeline Automations

    OverviewPipeline Automations allow institutions to apply automated actions to opportunities as they enter a specific ...

  • Pipelines Administration and UI Changes

    OverviewThe following article describes: Where to create/manage pipelines and opportunity sources via Pipelines Admin...

  • Pipelines Quick Start Guide

    OverviewThe purpose of this article is to help users create a new Pipeline.How to get started with Pipelines Define w...