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How to Enable the Sales Pipeline

The Sales Pipeline feature gives you a dedicated space to track leads, manage deal stages, and visually organize your client relationships.

Updated over a month ago

Steps to Enable Sales Pipeline

add ons- service pipleine
  1. Go to Settings from the bottom of your sidebar.

  2. Click on the “Add-ons” tab.

  3. Locate the Sales Pipeline add-on and click Enable.

  4. 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.

custom sidebar views

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.

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