Leads Pipeline - Overview

Click on Leads - Pipeline View under CRM.
You can create new pipelines to segregate your leads more efficiently. For example -- You can create a new pipeline named "Banking Industry" and just add leads that are from the banking industry.
You can view leads based on the users within your organization.
You can group leads based on the lead owner or the company.
You can tap on any lead to see more information about the lead.
You can Refresh your leads.
You can add a Column.
You can also configure your Pipeline Settings.



Once you tap on a lead, you can perform tasks like scheduling an interview, sending them an email, etc.



You can drag and drop the leads across various pipelines using your keypad/mouse.

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