Pipeline

You can use this widget only for the Leads and Deals apps of the CRM built-in workspace.

The widget is placed on a form’s sidebar. It allows you to move a deal or a lead from one pipeline to another. When moved, the item is assigned the New status.

начало внимание

Only users who have editing access permissions for deals or leads can move app items between pipelines.

конец внимание

To add the widget to a form, drag it to the modeling canvas from the right panel of the interface designer or click +Widget on the sidebar of the form you’re configuring. To learn more, see Form templates. Then set up the widget in the window that opens.

Main tab

The values of the Object* and App* fields are defined automatically.

Events and System tabs

These tabs contain system settings similar for all widgets. They allow you to set the widget’s visibility and access permissions, configure the widget’s behavior when the user hovers over it, etc. Read more about these settings in the System widget settings article.

To finish configuring the widget, click the Save button. To make the form available to users, click Save and Publish on the interface designer toolbar.

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