CRM > Pipelines Summary

Create new pipeline

Copy selected pipeline

The show/hide prospect card opens an additional window at the bottom of your screen showing prospect and contact information for the selected pipeline, from here you can create new contacts, update the active/inactive status of a contact, merge and move contacts. Additional tabs also allow you to access the pipeline log, activities and conversations.

Show/hide pipeline card opens an additional window to the right of your screen showing the pipeline details, as well as additional tabs to access related pipeline information including: resource activities, logs, dimensions, budget share, partner settings, covert pipeline to a job, mark pipeline as lost, emails, documents, and conversations.

Use the filter to condense the pipeline list, i.e. filter by prospect; pipeline status; employee responsible; or a specific date range etc