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How to Create New Organization Pipeline Tabs

  1. On the left navigation, click Leads & Contacts > Contacts
  2. Under Contacts, click the pencil icon
    • A pop-up box appears. 
  3. Click + Tab. You can create up to 10 unique tabs. 
    • Note: An organization can publish 10 tabs that are shared across the organization. A user can then create another 10 tabs that they themselves can only see. 
  4. Input the following:
    • Tab Label - The name the tab displays to your and your users. 
    • Access Settings - Toggle on or off to include all users in your organization. If toggled off, you need to select which team(s) can access the tab. 
  5. Click Save Tabs when finished. 

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