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 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
💡 Need help? Send us a message via the in-app chat or email us at [email protected].
🤝 Want to talk to someone? Book a session with one of our specialists!