Tracking Opportunities and Pipelines in Your CRM
The Opportunities and Pipelines area shows you where every lead is in your sales process. From the first contact to a closed deal, pipelines give you a clear view of progress and help you stay organized.
Watch the Walkthrough
In this video, you will learn how to:
- Navigate your pipelines
- Move leads between stages
- Track opportunities from open to closed
- Understand which stages convert best
Additional Help for Pipelines and Opportunities
Quick Tips for Pipelines and Opportunities
- Move leads through your pipeline daily to keep everything current.
- Customize your pipeline stages to match your real sales process.
- Use filters to see which deals need attention first.
- Review your pipeline weekly to spot bottlenecks or drop-offs.
