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Customizing First Bite
Customizations
How do I customize my sales pipeline?
Build out your sales pipeline with stages and win rates that match your team’s workflow.
How do I create a product?
Add your product(s) to generate revenue forecasts.
How do I create and manage tags?
Create and manage tags to better organize your data in First Bite.
Buying Contact Credits
How to buy Contact Credits in First Bite.
Billing Setup in First Bite
Setup your Billing Information if you’d like to purchase in-platform.
Managing & Deleting Payment Methods
Manage & Delete payment methods applicable to purchases within First Bite.
Customizing Tables
Customize your table by adjusting column visibility in First Bite.