Viewing the opportunities pipeline

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