Folk

Folk is a flexible CRM designed for teams to manage contacts, track communication, and collaborate seamlessly.

Website

folk.app

Industry

CRM

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How to create pipeline view in Folk

Here is how to create pipeline view in folk

First click on "+ New view" button in the sidebar under the group where you want to add pipeline view
Then click on the "Name" text input field
Next, select the option you want to manage
Then click on the "Pipeline" button under the view type
Finally click on the "Create view" button

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Why should you create pipeline view in Folk

Folk is a versatile tool designed to simplify and enhance the efficiency of team communications and collaborations.

The pipeline view in Folk offers a structured way to monitor progress, providing clarity and insight into ongoing workflows. This feature enables teams to visualize stages, track updates, and prioritize tasks effectively, ensuring everyone remains aligned and focused.

Utilizing the pipeline view bolsters strategic planning and smoothens transitions between tasks, ultimately boosting productivity.

Last update

August 17, 2026

Tutorials