Navigate your pipeline

Learn how to know your way around your Pipeline

Patrick Monnot avatar
Written by Patrick Monnot
Updated over a week ago

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 dashboard’s details in the way that works for you:

  • Use search bar to find what you’re 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

Navigate your pipeline details, quickly and intuitively

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