Pipeline – quotes by stages
The pipeline gives an overview of the entire team or specific user’s sales progress by quote statuses.
Get a quick update on all your sales' stages and predict your future sales like a true pro. Moreover, get exact reporting with the help of Pipeline report.
To change the status of a quote, drag and drop the quote into the desired column.
At the top of each column, you can see the sum of the quotes in the current stage.
The pipeline view can be filtered by user, status, client, date, project, category, country, and sum, to see exactly the things most important to you. Additional filters are displayed when you click on the button with three dots.
You can create a bookmark of the filtered view and save time by displaying that view next time with a few clicks. Or save the view as your new default view.
You can also add a new quote and an activity from this view. To create a new task or an event automatically linked to that specific quote, just hover over the quote, a button with three dots will appear. Now choose the desired action.
Take a more detailed look at how to add quotes.
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