What is the Pipeline dashboard?
In your Pipeline dashboard, you can see all the pipeline data being fed in from your connected CRM.
How do I use the Pipeline dashboard?
Once you've navigated to Pipeline using either the left-side navigation bar or by using the Universal Search Bar, you will see the following:
Along the top, you will see the ability to cycle through a few different tabs that represent objects from your CRM:
Opportunities - all deals
Accounts - all accounts or companies
Contacts - all contacts
Leads - all leads
When selecting each of the 4 tabs, you can then:
When it comes to columns, you are able to:
Change the order of columns with drag & drop
Change column width to view more or text
Create customized fields only you have access to (i.e., text, calculated, etc.)
Using the Pipeline dashboard in your day
The Pipeline dashboard is a quick way to get a bird's eye view of all your records.