Pipelines: Create, clone, and update directly with Breeze Assistant

What is it?

You can now create pipelines and update pipeline configurations directly with Breeze Assistant from anywhere in the product. Breeze Assistant can do any of the following:

• - Create or clone new pipelines of any object type (and rename them)
• - Add, update, remove pipeline stages
• - Update pipeline stage names, colors, status, probabilities, and whether stage calculated properties are enabled

Important note: Breeze Assistant cannot create or update pipeline rules, object tags, or automations, and cannot make changes to Contact or Company lifecycle stages.

Why does it matter?

Previously changes like these needed to be made manually in Global Settings > Pipelines. Now these changes can be made contextually as users use, manage, and build their object pipelines anywhere in the product.

How does it work?

Open Breeze Assistant and ask it to create or clone a new pipeline or update an existing one.

Who gets it?

All hubs and tiers