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How to create a new pipeline or category in the Deals tab?

To create a new pipeline or category:

1. Go to the Deals tab
2. Select Stage View


3. Click the settings icon in the top right corner
4. Select "Add Pipeline"


5. Enter a name for your pipeline or category


6. Click Save



For any questions, you can reach out to us at [email protected] or call us at our support toll-free number +1 844 644 0023.

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