Do you need your external step owners (customers, vendors, etc.) to provide lots of information to you? Common examples include:
- Onboarding a new customer,
- Onboarding a new vendor,
- Conducting annual audits,
- Preparing monthly financials, and more!
It can be overwhelming to ask for everything at once, so why not use Pipeline to break down your Ask into a series of easy-to-follow steps?
Pipeline will now automatically convert your external steps into a step-by-step wizard that guides your users through exactly what they have to do and how do it!