This is your workspace. We know how important your pipeline is to you. In order to be on top of your game, you need to be able to review your pipeline quickly and intuitively. All the data is directly connected from Salesforce, but we don't store anything.
You can review all of your data in a single place: Opportunities, Contacts, Accounts, and Leads
You can also navigate your dashboardâs details in the way that works for you:
Use search bar to find what youâre looking for quickly
Apply advanced filtering to narrow down your list of records based on one or more fields
Move through your records with pagination
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