Watch our thorough, in-depth functionality testing of every part of the Pipeline feature. 

In this video you will learn how to:

  • Start a Quick Intake
  • How to move matters from Hired to Did Not Hire, or Lead 
  • How to filter the pipeline 
  • How to view a pipeline with only the cases assigned to a specific user
  • How to take a quick glance at information from the matter/contact 

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