Navigating your Pipeline
Mauricio Baltazar avatar
Written by Mauricio Baltazar
Updated over a week ago

Pipeline view set on [All partners] will show you all accounts and all opportunities, for all your Reveal partners.

  • Company Name

  • Status: Customer / Prospect

  • Owner: The account owner in your company

  • Partner: Partner allocated to the account

  • Type: Sourcing or Influence

  • Comments: Add notes to provide context on accounts

  • Opportunity: Attach opportunities from your CRM

  • Mine / Team / Partner view:

    • If a partner has shared their Pipeline with you, you can view this in the Partner tab.

  • Show / Hide Metrics: View summary stats on the impact of your partners on your deals, such as win rate

Still have questions about the pipeline?

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