Flow Chart
The Flow Chart provides a visual map of your sales pipeline, making it easy to identify bottlenecks and progress deals.
Visualizing your Pipeline
Section titled “Visualizing your Pipeline”- Stages: See every deal from initial contact to closing.
- Drag-and-Drop: Easily move opportunities between stages.
- Bottleneck Detection: Quickly spot stages where deals are getting stuck.
Configuring your Flow
Section titled “Configuring your Flow”- Access the Flow Chart from the Sales menu.
- Use the filters to view specific teams or time periods.
- Click on any deal card to view full details.