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 Deals Automations
5. Click the Drop Down Box
Deals & Automations: How To Choose Pipeline
Choosing the right pipeline ensures your deals are organized correctly and your automations run in the proper workflow. Follow this step-by-step guide to select the appropriate pipeline for your deal.