Click Pipeline under Essentials in the left-hand menu.
Welcome to your pipeline! Here you’ll find all leads, estimates, booked projects, and in-progress jobs.
You can use the search bar to quickly locate specific projects or clients—especially helpful when managing many tasks.
In any column (Leads, Estimates, Booked Projects, In-Progress), click the three dots to clean up the column or create a new entry.
Following these steps allows users to efficiently manage pipelines, enhancing productivity and streamlining task management. Bolster provides the flexibility and control needed for complex processes.