Set up your Pipeline dashboard so you see exactly the data you want to!

Configure your Pipeline dashboard

Learn how to save your own views in your Pipeline dashboard.

Create your Pipeline Views

Learn how to filter your Pipeline data so you can see exactly what you are looking for.

Learn your way around your pipeline including how to access records and make updates.

Learn how to access & use Pod's Kanban Board

Learn how to create a new opportunity, contact, account, and leads directly through Pod

Learn how to manually log in a new activity, event, or task.

How to use the Pod Pipeline space with filters & views

Find answers and get help from Intercom Support and Community Experts

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