How do I use the pipeline view?

How do I use the pipeline view?

Written by Morgan Nouet
Last update: Wednesday, Jun 12, 2019

Sellsy offers a view of your pipeline to help you easily manage your opportunities.

To access it, click on Opportunities and then Pipelines view.

The pipeline view will then appear:

For every step of your pipeline, you can see the opportunities in progress.

The total of each step is calculated and a summary of each opportunity will be displayed.

You can move an opportunity from one stage to another by simply dragging-and-dropping:

A task's status is displayed for each opportunity.

By clicking on See + you'll get even more details:

To display the detailed record of an opportunity, click on the name and a summary will appear.

If you want a less detailed view to show more opportunities, you can do so with the filters on the left of your screen:

The display will then be simplified:

CRM (Sales Opportunities) unit

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Written by Morgan Nouet.