Step-by-step articles and video walkthroughs for your website and the tools behind it.
Pipelines, also known as funnels, provide a way for users to track a customer's journey by defining and managing a custom sequence of stages such as lead, contact, event invitation, and donation.
Version 1.2 • Last Updated 12/22/2025 2:23:33 PM
Sign in to your Client Dashboard and submit a Help Request. It goes to the team that works on your site, and you can follow the reply in one place.
