Sales & Success Center: Drag-and-drop Pipeline

You now have access to a new way to view and manage their sales pipeline. This visual interface allows you to see your opportunities at a glance including which stage of the pipeline the opportunity is in.

In addition, you can drag-and-drop opportunities to transition them between stages. 

How does it work?

Access the pipeline

To access the new pipeline, log in to Sales & Success Center and click Pipeline. Salespeople will now be brought to the Board view by default.

Note: The previous pipeline view can be accessed by clicking Table.

Moving opportunities

On the Board view of the Pipeline tab, each active opportunity will appear on the board. These are broken down into various pipeline stages.

To move opportunities to different stages, simply click and hold the opportunity you wish to move. From there, drag it to its new stage.

• Clicking on the name of an opportunity will bring you to the Opportunity details page.