How Community Owners Share Pipelines within a Community

This article will outline how a Community Owner can Share Pipelines from within a Community they presently have open for review.

*Note: Be sure to communicate your expectations for the Community Members to follow up with accepted Contacts.

Step 1

From the open Community, click the "More" button at the top right of the page.

Step 2

Click on "Share Pipelines."

Step 3

A "Share Pipelines" pop-up menu will open.

Step 4

Search for a Pipeline in your database by keyword, then click on the box to the left of the Pipeline name to select it. You can click the Automation title to review the Automation and its steps.

*Note: To select ALL Pipelines, click the top left box to the left of "Title" on the Pipelines banner.

Step 5

When you have completed adding Contact/s to the list, click the blue "Share" button to complete the action or "Close" to abandon the action.

Step 6

Click the Community "Pipelines" tab to review the Pipeline/s you added.