How to add the Pipeline Feature to your account

Referrizer’s Pipeline feature allows you to easily an seamlessly follow up with your leads from different sources.

To add it to your account, follow the steps below.

Step 1

When on your dashboard, navigate to the module bar on the left-hand side and click on the highlighted “+” icon

Step 2

Click on the “Add App” icon on the Pipeline window

If the app is not a part of your package, the button will see “Upgrade Plan”

In that case, please reach out to support via live chat, via email support@referrizer.com or simply call us at 305-363-7639 and select option 2

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