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  1. Content
  2. Deltek WorkBook Summary
  3. CRM Module Overview
  4. CRM > Pipelines Summary
  5. CRM > Create a Pipeline

Page Information

Title: CRM > Create a Pipeline  
Owner: Kye Hush
Creator: Kye Hush Jul 12, 2021
Last Changed by: Kye Hush Jul 17, 2022
Tiny Link: (useful for email) https://tangram.atlassian.net/wiki/x/bQBMV
Export As: Word · PDF  
Incoming Links
Deltek WorkBook (1)
    Page: CRM > Create a Prospect
Labels
Global Labels (22)
  • manage-pipeline
  • create-pipeline
  • crm
  • crm-module
  • new-business
  • sales-opportunities
  • pipeline-rating
  • pipeline-status
  • pipeline-conversation
  • conversation
  • pipeline-documents
  • pipeline-resource-activities
  • pipeline-emails
  • pipeline-partner-settings
  • pipeline-budget-share
  • pipeline-dimensions
  • pipeline-details
  • crm-r13
  • r13
  • 13-0-54
  • pipeline-r13
  • pipelines-r13
Recent Changes
Time Editor  
Jul 17, 2022 09:58 Kye Hush View Changes
Dec 10, 2021 06:36 Kye Hush View Changes
Jul 15, 2021 06:43 Kye Hush View Changes
Jul 13, 2021 02:49 Kye Hush View Changes
Jul 13, 2021 02:02 Kye Hush  
View Version History
Outgoing Links
Deltek WorkBook (5)     Page: CRM > Pipeline Log
    Page: CRM > Mark Pipeline as Lost
    Page: CRM > Create a Pipeline
    Page: CRM > Convert Pipeline to a Job
    Page: CRM > Activities Summary
General
Content
Integrations
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