Delivery pipeline for light project management
Delivery pipelines are available on the Business and Max plans. Upgrade here.
The Delivery Pipeline lets you track won deals in the post-sales cycle in a simple and interactive Kanban view.
In this article:
| Add a new Delivery Pipeline | Manage deals on the Delivery Pipeline |
| Configure Delivery Pipeline | Delete Won Deals |
| Remove Delivery Pipeline | Archive Won Deals |
| View Delivery Pipeline |
|
Add a new Delivery Pipeline
Jump to Article's Overview ⮝
💡 Choose whether clicking a deal card should open a deal or a contact.
💡 You can use multiple Delivery Pipelines for different workflows.
Configure the Delivery Pipeline
Jump to Article's Overview ⮝
Remove the Delivery Pipeline
Jump to Article's Overview ⮝
💡 All existing deals will be moved to the first deal stage of the selected Pipeline.
View the Delivery Pipeline
Jump to Article's Overview ⮝Go to Pipeline → click the downward arrow → select Delivery Pipeline.
Manage deals on the Delivery Pipeline
Jump to Article's Overview ⮝Add a deal from a contact
Open a contact → click on the + Deal button → select a Delivery Pipeline from the dropdown.
Add a deal from the Delivery Pipeline
Move a deal to the Delivery Pipeline
Go to Pipeline, find a deal in the Won column → click Move and select the Delivery Pipeline.
OR...
Edit a deal to change the Pipeline they are assigned to.
Delete Won Deals
Jump to Article's Overview ⮝Delete a Delivery Pipeline Deal from a Contact
Open the contact → find the deal → click the three-dot menu → select Delete deal.
Delete a Deal from the Delivery Pipeline
Archive Won Deals
Jump to Article's Overview ⮝Archive Won Deals from a Contact
Open the contact → locate the deal → click Archive deal.
Archive Won Deals from the Delivery Pipeline
Go to Pipeline → select a deal card → 'drag and drop' the card onto Archive.
OR...
Click on the Archive icon on the Deal card.
