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Pipelines
Creation of pipelines in Airdesk
The settings in this section are only available to workspace administrators.
You can create pipelines to classify the phase in which a certain process is.
- Business
- Contracts
- Subscriptions
- Calls
- Projects
- Cases
- Tasks
To do this, users can use states that classify the process and organize priorities.
The states are:
- Open
- Closed
- Cancelled
- Lost (business)
- Gained (business)
- Completed (projects)
You can then view the states you have created on your user dashboard.
Last modified 2yr ago