Collaborating with customers, vendors, and partners

Sep 28, 2022

If keeping all your customers, vendors, or partners on the same page feels like herding cats, see how the Pipeline tracking portal can take that completely off your plate. 2:00 mins

Next Steps

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Learn how to make steps external-facing so that you can assign steps to your customers, vendors, and partners.

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Do you want your external users like customers, vendors, or suppliers, to be able to self-service and track progress without having to email or call you? Here's how to set that up in Pipeline.

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Learn about other Pipeline features and concepts, i.e. third-party users.

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