Pipeline Overview on the Bolster Platform

This feature allows users to efficiently manage and monitor tasks, ensuring seamless integration and execution of processes.

Step-by-Step Guide

• Log in to the Bolster Platform: Use your credentials to access your account.
• Navigate to the Pipelines Section: From the dashboard, click on the 'Pipelines' tab located in the main menu.
  
• There are four column categories in the Pipeline by default
  • Leads
  • Estimates
  • Booked projects
  • In-progress
• To modify each column, hover over and click on the title to bring up the action menu
  

By following the steps outlined in this guide, users can create, configure, and deploy pipelines that enhance productivity and ensure efficient task management. The Bolster platform provides the flexibility and control needed to manage complex processes effectively.