In this article, you'll learn how to create categories and subcategories. You can create any category you like so you can sort your conversations and tasks by customer, by project, by emergency level, by deal stage (if you're using Rooftop as your CRM), etc.
Let's use the CRM example here. Our category will be called Deal Stage, and our subcategories, will be called Appointment, Demo, Quote, and Signed.
Your new category will appear below General in the Categories menu.
This is what it looks like if you're using Rooftop as your CRM
Go to the By Deal Stage section, there's your pipeline!