1 min read
Switch pipelines and refresh deals
You work in the selected pipeline; your screen preference remembers the last opened pipeline.
Before you start
- An existing pipeline available to your account.
Step by step
Open Pipeline.
Choose a pipeline in the selector beside the title.
Use Refresh to reload the data.
Check the pipeline name before adding items or changing settings.
If no pipeline appears, use Tentar novamente (Try again) to fetch the list. This page’s refresh button reloads pipelines and stages; to fetch deals and totals again for the same pipeline, reload the browser page.
Check your result
You work in the selected pipeline; your screen preference remembers the last opened pipeline.