Pipelines are a powerful tool to help Copper users visualize and manage important processes within their organization. With our latest update, we’ve supercharged this feature with new ready-to-use templates to make creating your first — or additional pipelines — a breeze.
With our new industry-specific templates, and the ability to duplicate an existing pipeline, you can create new pipelines in a snap ✨
How it works:
When a user goes to create their first pipeline or an additional pipeline, they’ll now see the option to choose how they’d like to get started — whether by building from scratch, using a template, or by duplicating an existing pipeline.
If a user selects “Template”, they’ll be prompted to select which industry-inspired templates they’d like to choose from.
If a user chooses to duplicate an existing pipeline, they’ll have the option to pick which one they’d like to replicate and use as a template.
That’s it!
We’ve put together a handy guide of 12 super helpful custom pipeline ideas for you to get the ball rolling. Check it out!
🚨 We recently recorded an entire webinar on working with pipelines in Copper. Watch it here.
Cheers,
The Copper team