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Documentation Index

Fetch the complete documentation index at: https://help-center.hierarch.io/llms.txt

Use this file to discover all available pages before exploring further.

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Step by step procedure

1

Go to "Dashboard"

2

Click your "company name"

3

Click "Management > Pipelines" from the sidebar.

4

Select the "category". e.g. Client/Personnel/Assignments

5

Click the "menu icon" beside the pipeline stage. A pop-up will appear.

6

Fill up the form, then hit "Save".