Switching Between Pipeline View and List View

Easily switch between views to manage your opportunities in a way that suits your workflow. Here's how:

Step 1: Navigate to the Pipeline

• Locate the Pipeline and List icons

Step 2: Switching Views

• To switch to Pipeline View: Select the Pipeline icon. This view organizes opportunities into the typical visual stages.

• To switch to List View: Select the List icon. This view displays opportunities in a simplified table format.

Step 3: Customizing Your View

• In Pipeline View, you can drag and drop opportunities between stages.

• In List View, use column headers to sort or filter for specific entries.