Pipelines

1. How do I use pre-existing pipelines in Brexa?

2. Can I customize stages within existing pipelines to fit my needs?

3. How do I create a new pipeline in Brexa?

4. What steps are involved in defining stages for a new pipeline?

5. Can I customize the stages within a pipeline to match our specific workflow?

6. How flexible is the stage customization process?

7. How does using pipelines help in tracking the status of projects or deals?

8. Can I see a visual representation of where each project stands within the pipeline?

9. How do I move projects or deals from one stage to another within a pipeline?

10. Is there a way to automate stage transitions based on certain conditions?

11. How does the pipeline feature integrate with contacts, companies, and other modules in Brexa?

12. Can I link specific contacts or companies to projects within a pipeline?

13. Can I generate reports on pipeline performance and deal progress?

14. How does analyzing pipelines contribute to forecasting and business strategy?

15. Can team members collaborate on projects within pipelines?

16. Are there notifications for updates or changes in pipeline stages?

17. How does Brexa handle data maintenance for pipelines, including archiving or deleting outdated information?

18. Can I export pipeline data for external analysis or reporting purposes?