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The Pipelines section
What the Pipelines sidebar section shows. It lists every pipeline in the workspace, with a tag beside each showing the entity it is built on, which reads Person, Company or Opportunity on hover. Clicking one, such as Cold outbound, opens a board to move records from stage to stage. The plus creates a new pipeline from a template, so every process from sales to hiring has its own board.
Transcript
Alex opens the Pipelines section of the sidebar, and it lists every pipeline in the workspace. The tag beside each one shows the entity it's built on, and hovering it reads Person, Company or Opportunity. Clicking Cold outbound opens it as a board, so he can move records from stage to stage. The plus next to Pipelines creates a new one from a template, so every process, from sales to hiring, has its own board one click away.
Read the article: Pipelines