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Sales Pipeline: Overview

In this article, you will learn what to find on your sales pipeline.

Written by David Arteaga


This s Where to Open the Sales Pipeline from Your Menu

This s Where to Open the Sales Pipeline from Your Menu

See Your Pipeline Value

See Your Pipeline Value

Create New Deals From Here: New Leads, Estimate Requests, New Appintments or New Proposals

Create New Deals From Here: New Leads, Estimate Requests, New Appintments or New Proposals

Find Your Pipeline Filters

  • Create your own preset

  • Click on go after selecting filters

Find Your Pipeline Filters

Find Your Different Stages Here

Find Your Different Stages Here

Each Stage Will Have Their Own Deal Cards

Each Stage Will Have Their Own Deal Cards

Each Stage Will Have Their Own Value

Each Stage Will Have Their Own Value

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.

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