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Change the status of an item in a Pipeline

Modified on Fri, 1 Sep, 2023 at 10:35 AM

Go to the Pipeline Web Page

  • Find the Pipelines column and the item you want to update
  • Click on the status dropdown for the Pipeline you want to update
  • Choose a new status

In the Gmail Extension

  • Go to the Gmail Extension on the right side of your screen
  • Click on the status dropdown for the Pipeline you want to update
  • Choose a new status

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