1.1 — Open CRM Pipeline
📍 WHERE TO FIND IT
Sales ▸ CRM ▸ Pipeline
✅ WHAT TO DO
Review all open opportunities in Kanban view. Each card shows the deal stage, expected revenue, and responsible salesperson.
- Use 'My Pipeline' filter to see only your deals
- Drag cards between stage columns to advance them
💡 TIP
Use the search bar to filter by Salesperson or Sales Team to focus on your pipeline.
Rating
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