What is it?
Salespeople will soon have access to a new way to view and manage their sales pipeline. This visual interface allows them to see their opportunities at a glance including which stage of the pipeline the opportunity is in.
In addition, salespeople can drag-and-drop opportunities to transition them between stages.
When will it be available?
The new pipeline view's release date is to be decided (TBD).
How does it work?
Access the pipeline
To access the new pipeline, log in to Sales & Success Center and click Pipeline. Salespeople will now be brought to the Board view by default.
Note: The previous pipeline view can be accessed by clicking Table.
On the Board view of the Pipeline tab, each active opportunity will appear on the board. These are broken down into various pipeline stages.
To move opportunities to different stages, simply click and hold the opportunity you wish to move. From there, drag it to its new stage.
- Clicking on the name of an opportunity will bring salespeople to the Opportunity details page.
- Salespeople will no longer see a Probability of close option when creating sales opportunities. Instead, they will see the Pipeline stage field.