Sales & Success Center: Pipeline Side Panel

When clicking on a card on their pipeline, Salespeople will have access to a new side panel. This side panel features all of the same functionality they get from the Opportunity details page without having to navigate to a new page.

The side panel is designed to be easy to use. Browse to Sales & Success Center > Pipeline and ensure the Salesperson is on the Board view. From there, click on any opportunity to open the side panel.

Your Salespeople will find all of the opportunity's details split into different tabs. These align closely with those on the Opportunity details page, though some options may have moved to improve the experience.

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