Pipeline tab on the left bar


The Pipeline tab is where you'll find all leads, companies, and opportunities present in your sales pipeline. Its superpower is that it's not specific at all but, thanks to all the filtering options, you can make it as specific as you need to.

The power of NEW

Whenever a new lead, company, or opportunity is assigned to you, a NEW label will appear next to it. This is how it looks:


You'll also see this on the Pipeline icon:


And also over its category within Pipeline:


The pipeline tab is designed so that you never miss an object assigned to you.

Bulk actions

If you have a high volume of objects in your Pipeline, we know this will come in handy. From this tab, you can set and stop cadences, as well as reassign objects in bulk:



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