JeffreyAI Help & Support

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Create an opportunity in your pipeline

Category: Pipeline and Opportunity Management

This guide will walk you through the steps to create a new opportunity in the automation platform. Follow these instructions to ensure you have entered all...

How can I delete an opportunity in the pipeline view?

Category: FAQPipeline and Opportunity Management

If you need to delete an opportunity in JeffreyAI’s pipeline view, follow these simple steps: Note: Once deleted, the opportunity cannot be restored. Make...

How can I customise my pipeline stages?

Category: FAQPipeline and Opportunity Management

Customising your pipeline stages in JeffreyAI allows you to tailor the sales process to match your unique workflow. Follow these steps to adjust your pipeline:...