Pipeline

• ★ Pipeline Overview
• Pipeline & Intake Notifications Guide
• Attachments Versioning
• Conditional Fields
• Introduction to Projects
• Adding Tooltips to Default Fields
• Project Types
• Adding Custom Fields
• Customize Project Layout
• Adding Savings to a Project
• Introduction to Savings Tracker
• Configuring your Savings Tracker
• Filters, Views, and Milestones in Pipeline (Video)
• Milestones in Pipeline
• Milestone Templates
• Filters and Views in Pipeline
• Hide Default Fields in Pipeline
• Collaborative Projects (Video)
• Calendar Syncing with Scout