Work with the Leads pipeline
Use this task to work with the Leads pipeline in the current Klusaro workspace.
Before you start
Open Klusaro as a user with access to Klientu pieprasījumi.
Steps
- Atvērts Klientu pieprasījumi.
- Review pipeline columns and stages.
- Locate an Opportunity card.
- Use its visible actions to open or maintain it.
Screenshots
What happens next
The updated state appears in Klusaro and can be reopened for confirmation.
Useful notes
When practising, use information you are authorised to enter.