1. Open the Pipeline Page
The pipeline page provides a simple, clean view of all deals organised by stage.
Use it as a quick way to understand where every deal sits in the sales process.
2. Review Stage Summary Information
Scan each stage to see:
The value of deals in that stage
The total value of all deals in the stage
The deal status, such as:
On track
At risk
One to watch
This gives you a fast snapshot of pipeline health across stages.
3. Open a Deal for More Detail
Click into any deal to open its details.
From the deal view, you can review more information and take action as needed.
Use this when you want to investigate a specific deal beyond the stage summary.