Page Information

Title:	My Pipeline
Owner:	Romina Chu (Unlicensed)
Creator:	Romina Chu (Unlicensed)	Jun 29, 2020
Last Changed by:	Rebecca Kornblum	Feb 27, 2025
Tiny Link: (useful for email)	https://insellerate.atlassian.net/wiki/x/AQBdOw
Export As:	Word · PDF

INS Documentation (2)     Page: How To Create a Default View in My Pipeline     Page: Release v116 - 04/13/2022

Children (6)
    Page: How To Create a Default View in My Pipeline
    Page: How to Run a Report in My Pipeline
    Page: Field Views - Create, Update, Delete
    Page: Filter Sets - Create, Update, Delete
    Page: Preset Reports
    Page: Batch Actions

• external
• admin
• salesmanager
• marketing
• loanofficer

Time	Editor
Feb 27, 2025 19:33	Rebecca Kornblum	View Changes
Nov 16, 2024 00:34	Rebecca Kornblum	View Changes
Nov 16, 2024 00:33	Rebecca Kornblum	View Changes
May 22, 2023 20:17	Rebecca Kornblum	View Changes
May 19, 2023 15:40	Riley Cohen

INS Documentation (4)     Page: Filter Sets - Create, Update, Delete     Page: Field Views - Create, Update, Delete     Page: Preset Reports     Page: My Pipeline