Step 1

Pipeline: Shows a funnel broken down by Stage of the expected revenue for all of the Open Opportunities for the given Users and date range.
- Select who’s opportunities you’re viewing (Me, All, a Specific Team or a Specific Individual)
- Select any of the preset date ranges or enter in any date range

Step 2

Today’s Tasks: Displays what Meetings, Calls, Emails and Proposals are due Today and those activities that have been completed Today.

Note: Click on the green phone icon to begin calling. After the call that activity will be automatically marked complete and updated with all call details

Step 3

Opportunities Closing this Month: Click on the Opportunity name to go to that record Click here to quickly mark an activity complete Click on the record name to go to the record