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WooSender Pipeline
WooSender Pipeline
Daniel Roman avatar
Written by Daniel Roman
Updated over a week ago

Article Shortcuts:

  1. How to Add Pipelines

  2. How to Add Stages

  3. How to Make Pipeline Default

  4. How to Duplicate Pipeline

  5. How to Add or Customize Pipeline Actions

How to Add a Pipeline

  1. Go to settings

  2. Pipeline (Scroll down on the left side)

  3. Click + add pipeline

  4. Click on Add Name

  5. Click the Save Button

How to Add Stages

  1. Go to Settings

  2. Click on Pipelines

  3. Choose your Pipeline

  4. Click the + add stage button

  5. Enter a name for your Pipeline

  6. Click the Add button

How to Make a Pipeline Default

  1. Go to Settings

  2. Choose Pipelines

  3. Click your Pipeline

  4. Click the Make default box

  5. Click the Save button

How to Duplicate a Pipeline

  1. Go to Settings

  2. Choose Pipeline

  3. Click the + Add Pipeline button

  4. Turn the Copy From toggle on

  5. Choose an account and Pipeline

  6. Write a name down

  7. Click the save button

Pipeline Actions

  1. Go to Settings

  2. Click on Pipeline

  3. Choose a Pipeline you want to edit

  4. Hover over the stage you want to add an Action to

  5. Click the Action button

  6. Click the Save button

To Learn More about Pipeline, Click here

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