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You are here: Cases > Viewing the cases pipeline
Viewing the cases pipeline
- To view a graphical representation of In Progress cases assigned to you, click the My CRM | Cases tab.
- The pipeline shows the number of cases at each stage.
- Cases are summarized in a list below the pipeline.
- To filter the list of cases to display only cases at a particular stage, click a pipeline segment. The Stage field is also updated.
- To view more details about a particular case, click the case link in the list.
- To toggle back to the full list of cases, click the highlighted segment in the pipeline.
- To hide the pipeline, click My CRM | Preferences and set Show Cases Pipeline to No.
Drilling down on the Case pipeline
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