1. From your dashboard, hover over the left-hand menu. Place your mouse pointer here.
2. The tab should appear as illustrated below.
3. Click Settings.
4. Click Pipeline Settings
5. Click Templates
6. Click Use Case
Deal Pipelines: How to Find Use Case Templates in Pipelines
Use Case Templates in Deal Pipelines are designed around how you sell rather than what industry you’re in. These templates focus on sales strategy, deal complexity, and customer journey structure