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Viewing the Sales Pipeline in List Form
Viewing the Sales Pipeline in List Form

We have several ways to view our deals in the "Sales Pipeline". We can view them by list or by board. See below.

Laura Cuadros avatar
Written by Laura Cuadros
Updated over a year ago

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1. Click on Sales Pipeline

Click on Sales Pipeline

2. This is the normal view of your board

This is the normal view of your board

3. At the very top, you will see the views

"Board" is the default view

At the very top, you will see this rectangle

πŸ’¬ If you want to change the view...


4. Click on List

Click on List

5. This will put each job in list format

This is how is going to look now

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