Viewing the cases pipeline

• To view a graphical representation of In Progress cases assigned to you, click the My CRM | Cases tab.
• The pipeline shows the number of cases at each stage.
• Cases are summarized in a list below the pipeline.
• To filter the list of cases to display only cases at a particular stage, click a pipeline segment. The Stage field is also updated.
• To view more details about a particular case, click the case link in the list.
• To toggle back to the full list of cases, click the highlighted segment in the pipeline.
• To hide the pipeline, click My CRM | Preferences and set Show Cases Pipeline to No.