Viewing your pipeline
The pipeline view shows all available pipelines with their opportunities. You can:- Switch pipelines — use the dropdown menu at the top to change which pipeline you are viewing
- Sort — tap the sort options to rearrange results by name, value, date created, or stage
- Filter — tap the funnel icon to filter opportunities by assignee, status, date range, tags, or custom field values
Opportunity cards
Each opportunity card in the pipeline shows the contact name, deal value, and current stage at a glance.
Searching for an opportunity
Tap the magnifying glass icon to open the search module. Type a contact name, company, or opportunity title to find specific records, or browse recently viewed opportunities.Updating an opportunity’s stage
Tap the two-arrow icon on an opportunity card to quickly move it to a different pipeline stage. Select the target stage from the list.
Opening and editing an opportunity
Tap the opportunity’s name to open its full detail view.
- Edit the opportunity title, value, and pipeline stage
- Update the expected close date and assigned owner
- Add notes and view the activity timeline
- View the associated contact and initiate contact actions
Contacting a lead from the pipeline
Tap the message icon on an opportunity card to jump directly to that contact’s conversation thread — useful for quick follow-ups without leaving the pipeline view.Creating a new opportunity
From a contact
Open a contact, tap Quick Actions (lightning bolt), and select Opportunities to create a new deal linked to that contact.
From a conversation
Open any conversation, tap Actions, and select Create Opportunity to start a deal from within the conversation.
Key features at a glance
Pipeline switching
Quickly switch between multiple pipelines from a single dropdown
Stage movement
Drag or tap to update a lead’s stage without opening the full record
Instant follow-up
Message a lead directly from their opportunity card
Search and filter
Find any opportunity by name, value, date, or tag