Letting external users track progress

Apr 18, 2022

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. 1:20 mins

Next Steps

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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.

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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!

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

Additional Resources
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