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. 1:27 mins
Next Steps
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!
Learn how to make steps external-facing so that you can assign steps to your customers, vendors, and partners.
Learn how to automate your flows using rules and triggers.