KUNDE SAKER HELP
From email to a completed case
Move the whole conversation while keeping its history.
Open Pipelines and choose “New Pipeline” or “Edit pipeline”. Name stages to match your workflow, such as New, In progress and Done.
Only one pipeline can be the default for new email. Change this when creating or editing a pipeline. Routing rules can override the default.
Move the card to the next stage. On mobile, open the card and use Conversation status to select a pipeline and stage without dragging.
Every message in the conversation follows the card. Pipeline conversations are hidden from the regular inbox and can be found with the Pipeline filter.
Unread work has a new marker. Reading or moving the card clears it.