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.
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