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Viewing the opportunities pipeline
- To view a graphical representation of In Progress opportunities assigned to you, click the My CRM | Opportunities tab.
- The pipeline shows the number of opportunities at each stage.
- Opportunity statistics are displayed beside the pipeline.
- Opportunities are summarized in a list below the pipeline.
- To filter your opportunities by stage, click a pipeline segment. Alternatively, select a stage from Stage and click Filter.
- To toggle back to the full list of opportunities, click the highlighted segment on the pipeline.
- To view more details about a particular opportunity, click the opportunity link in the opportunity summary list.
- To hide the pipeline, click My CRM | Preferences and set Show Opportunities Pipeline to No.
See Also:
Changing preferences
Creating a forecast for yourself
Progressing an opportunity
Opportunity statistics panel
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