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:
- From the Partner onboarding page
- 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.