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Feature Friday

Pipeline Status Tags

Use Pipeline Status Tags to organize and manage your submissions

Use Pipeline Status Tags to organize and manage your submissions 

Applicability: All

Why: Once your forms are submitted online all of the data, as well as the completed PDFs, are instantly stored in your SeamlessDocs account in a growing database. We call this database the Pipeline and from the Pipeline you can utilize several features that enable you to easily manage those submissions.

Pipeline Status Tags enable you to tag any and all of your submissions. By tagging submissions you can easily organize and manage your data. We have pre set tags for you to utilize; Prospect, Pending, Completed, Not Interested & Archived. However, you can create your own Status Tags as well by clicking Manage Status. 

Just one more way to efficiently manage your data.

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