Turn your external steps into a step-by-step wizard

Sep 25, 2021 News Feature


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!

 

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