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Help & Learning

Use our Knowledge Base to get started with Saleslook and find tutorials.

Pipeline Names

Each column of the Pipeline can be customized to your organization's nomenclature.
 
By default, out of the box, and following the Saleslook System methodology you will see five columns entitled: Interested, Discovered, Qualified, Selected and Closed.
 
Selecting any of these heading names (by directly clicking or touching on the name eg: Interested) will popup a 'Pipeline Names' 
box. Simply enter the new name of the column you wish to change. Save. And the column heading now displays the new name.

Pipeline_Names.png
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