Pipeline View

  1. The Pipeline View is the main view for each Pipeline, where you will be able to see all o your deals.
  2. On your left side menu, click on “Deals”.
  3. Click on “Pipeline View”
  4. Click on the dropdown to see throughout different pipelines. You can visualize all of your deals inside each pipelines from here.

  5. Filter each deal on the selected pipeline by ; Owner, Lead group, Created date, Deals with proposals, Tags and Deal value. 

  6. There are different “Stages” on each Pipeline. You can create new leads on any stage of the pipeline.
  7. You can edit the different stages by clicking on “Actions” and then “Edit pipeline”.
  8. Change the different filters on the Pipeline view.

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