How To Set Up Your Pipeline Software

System and processes are the hidden gem within your small business. Setting up step by step guides to ensure that your product or service is delivered the same, every time is essential to give your customers trust in your business.

Set up schedules by completing these steps (or watch the video below).


  • Go to Settings.
  • Click on the Schedule tab.
  • Press the Add New button.
  • Select whether your pipeline is to be applied to enquiries or purchases.
  • Enter a title for you schedule and then enter the steps to complete one by one.



How To Set Up Your Pipeline / Scheduling Software – Video





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