​How to manage onboarding pipelines?

This page explains how to create or delete onboarding pipelines. In order to have a global overview of partner onboarding on Kiflo, please read Partner Onboarding

In this article

Create new pipeline

Go to Manage > Partner onboarding, then click the New pipeline button:

Choose a name for your new pipeline (ex: " Reseller onboarding", "Solution providers onboarding"), and click Add:

Delete existing pipeline

You have two ways of deleting onboarding pipelines:

  1. From the Partner onboarding page
  2. From a particular onboarding pipeline's page

From the Partner onboarding page

Go to the Partner onboarding page, select the pipeline you want to delete, then click the Delete button:

From a particular onboarding pipeline's page

Open the onboarding pipeline you want to delete, then click the Actions menu, then Delete:

Deleting pipeline with partners

You cannot delete an onboarding pipeline containing partners. You need first to move partners to another onboarding pipeline.

Next steps

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.