Pipeline
Manage your opportunity data within Pipeline+
- 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
- Add Users
- Navigate the Pipeline