Sales Pipeline Dashboard

Introduction

Each sales person can add the Pipeline Stages widget to their dashboard and select which stages they want to monitor.

 

Step-by-Step Instructions

  1. Go to your dashboard by clicking the home icon button on the toolbar

     

  2. Click the Add Widgets button

     

  3. Scroll down and click the Add to Dashboard button next to the Pipeline Stages section

     

  4. Once the widget is on your dasboard, you can click Settings to select or deselect stages you want to monitor.

     

    Multiple Pipelines
    You can add multiple pipeline widgets to your dashboard if you have seperate sales processes for different products and services.