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Deals & Pipelines - FAQ
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Can I filter deals/projects?
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How are won or lost deals/projects handled in sales activities?
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Can I change the statistics shown on the widgets in each pipeline?
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How do I get started with multiple pipelines?
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Which pipeline will my deals/projects end up in?
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How are custom fields, sources, and tags linked to pipelines?
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Why can't I delete a pipeline?
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Why can't I delete a step/status in a pipeline?
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Can I move a status from one pipeline to another?
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How and what can I export from my pipelines?
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What happens when I change or delete a deal status?
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Can I copy a deal/project?
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Can I filter recently won deals across pipelines?
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Why can't I create more pipelines?
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How do I use pipeline descriptions?
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What does "Closed Deal Values" mean?
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How do I get an overview of all deals in my pipeline?
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Lime Go Helpdesk & tutorials ENGLISH
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Questions & Answers - FAQ
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Deals & Pipelines
Which pipeline will my deals/projects end up in?
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When you create a deal/project, you manually choose which pipeline it should belong to.
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You can also watch a video guide below from our YouTube FAQ:
How do I get started with multiple pipelines?
Where can I see all pipelines?
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