How do I create a Pipeline?

Pipelines enable you to keep potential referral partners or Loan Officers in a single location where you can track engagement.

1. To create a Pipeline let's click on "Quick Actions" ("+") on the navigation menu.

create-pipeline

2. On the Quick Actions menu we will select "Create Pipeline".

create-pipeline2

3. We will give our Pipeline a Name, Description and set ourselves as the owner, add any assignees and then click "Add".

💡You should know that Pipeline Name, Description and Owner are required. You can assign any other teammate on your account to your Pipeline to provide them access to it.

create-pipeline-3

4. That's it! You've created your first Pipeline!