OPPORTUNITIES PIPELINE AND OPPORTUNITY TASK INDICATORS

OPPORTUNITIES PIPELINE AND OPPORTUNITY TASK INDICATORS

The Opportunities Pipeline allows you visually see an overview of all Opportunities in your pipeline. You can easily move an Opportunity from one stage to the next by simply clicking on the Opportunity and moving it forward to the correct stage. You can also simply click and move the Opportunity to Lost, Abandoned, or Won to mark the Opportunity as Lost, Abandoned, or Won, respectively.

Opportunity Task Indicators:

The Opportunity Task Indicators allow you to see if an Opportunity is on track or need immediate attention. They are located at the top right corner of each Opportunity in the Pipeline view.

If the Opportunity Task Indicator is...

  • Red - Your Opportunity needs immediate attention. This Opportunity has an overdue task.
  • Yellow - Your Opportunity is on track. The Opportunity has a related task due within 24 hours. 
  • Gray Checkmark - Your Opportunity is on track. The Opportunity has a related task due in the future.
  • If the Opportunity does not have an Opportunity Task Indicator, this Opportunity does not have a related Task.

You can click on the Opportunity Task Indicator to see related Tasks and to add a new task to the Opportunity. Click on the name of the Task and the Task details page will slide out from the right of the screen. Mark the task complete by clicking the checkbox next to the Task.

Likewise, click on the Opportunity and a preview pane of the Opportunity's details page will slide out. Click on the name of the Opportunity in the preview pane to navigate to the full details page.

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