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Pipeline

Manage your opportunity data within Pipeline+

  • Allowing Emails from Midaxo+
  • Configure Deal Scoring
  • Getting Started with Pipeline+
  • Setting up SSO
  • How to Download the Midaxo Mobile App
  • Project Permissions
  • Add a Group
  • Remove a document from a Project
  • Download/View a Document
  • Upload a Document
  • Use the Project Email for External Communications
  • Remove a Project from the Pipeline
  • Add new Project(s)
  • View & Edit Project Cover Page
  • Configure the Cover Page Template
  • Link a Company to Midaxo Insights
  • Select Visible Card Fields
  • Configure the Pipeline Stages
  • Navigate the Pipeline
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