The pipeline list
The pipeline is every sales opportunity (deal) of your company, with its stage, owner, value and latest activity. My pipeline in the menu opens this list on a computer and the board on a phone.
Find the deals you want
- Use Search and Filters: Stage, Owner, Status (open, closed, won, lost), Activity (no activity for a while), Risk, Closing, Expected close, Annual value, Probability %, Reseller and more.
- Annual and Monthly above the list switch the values between yearly and monthly amounts.
- Select a row to open the opportunity.
Move a deal to another stage from the list
- In the Stage column, select the deal's stage.
- Choose the new stage. Choosing a lost stage asks why the deal was lost first.
More you can do
- New opportunity adds a deal.
- Board shows the same deals as columns by stage.
- Tick deals and select What if these close? to see what they would add to revenue (when your role includes what-if).
- Export, columns and saved views work as on every list.