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1. From your dashboard, <b>hover over the left-hand menu</b>. Place your mouse pointer here.

2. The tab should appear as illustrated <b>below.</b>

Industry templates in Deal Pipelines are pre-built workflows designed specifically for certain types of businesses. Instead of building your stages from scratch, you can use ready-made pipelines tailored to industries like landscaping, dental clinics, etc

Deal Pipelines: How to Find Industry Templates in Pipelines

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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