Viewing the leads pipeline

• To view a graphical representation of In Progress leads assigned to you, click the My CRM | Leads tab.
• The pipeline shows the number of leads at each stage.
• Lead statistics are displayed beside the pipeline. For more information, see Lead statistics panel.
• Leads are summarized in a list below the pipeline.
• To filter your leads by stage, click a pipeline segment. Alternatively, select a stage from Stage and click Filter.
• To toggle back to the full list of leads, click the highlighted segment on the pipeline.
• To view more details about a particular lead, click the lead link in the lead summary list.
• To hide the pipeline, click <My Profile> | Preferences and set Show Leads Pipeline to No.