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

Article Shortcuts:

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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