How to clone a new Team Pipeline? | Online Help - Bigin by Zoho CRM

How to clone a new Team Pipeline?

To clone new Team Pipeline

1. Open the Bigin app on your smartphone.
2. Navigate to the Pipelines  module.
3. Tap the Team Pipeline Selection Dropdownat the top of the screen.
4 Select the  Team Pipeline button.
5. Tap on the desired Team Pipeline template.
6. Tap Use Template to confirm your choice.

A new Team Pipeline is now added to your Team Pipelines.

Info: To preview the selected template before you use it, simply tap on Preview Selected Template.


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