Configure through Account Template

The second way to configure is to select Account Template, which automatically pulls up all the basic settings for each setting.

1. Go to Account Template tab on the Business Account page in Settings.

2. From list of Account Temples choose one of needed and just click on it.

3. The pop-up window «Applying a new template will delete all your content and settings. Proceed?» with buttons «Cancel» and «Yes» will be shown. Click on «Yes» button.

4. Click on «Save» button in the upper left corner.

5. The Pipelines page displays the main lines for this setting.

Good to know: Pipelines and their stages can be deleted. All changes on Pipelines page are saved automatically.