Want to see how external users like customers, vendors, or suppliers can complete an intake form from Pipeline? It's simple, easy, and no login required! 1:40 mins
Next Steps
Do you have steps in your process where you need external users like customers, vendors, or suppliers to complete an intake form? Here's how to set this up in Pipeline.
Learn how to make steps external-facing so that you can assign steps to your customers, vendors, and partners.
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.