Steps to Enable Sales Pipeline
Go to Settings from the bottom of your sidebar.
Click on the “Add-ons” tab.
Locate the Sales Pipeline add-on and click Enable.
Once enabled, the Pipeline section will appear in your left sidebar.
💡 Sidebar Tip: Avoid Duplicate Tabs
Inside the Pipeline, you’ll see a Clients tab that mirrors the same functionality as the main Clients section in your sidebar.
To keep your workspace clean:
Right-click on either tab in the sidebar.
Choose “Unpin from Sidebar” to hide one of them — whichever you use less often.