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How to use the pipeline board, filters and export

Next lesson: How to mark an opportunity as lost, and what are the lost reasons →

How to use the pipeline board, filters and export. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

  1. Open Pipeline. Board shows a column per stage; List shows a table.
  2. Drag a card to another column to change its stage (Sales team only). Won and lost deals from the last 120 days are shown.
  3. Filter by search text, Owner, County and Lead source; the List view also has Stage.
  4. Press Export (CSV, Excel or PDF) to download the list.

Tip

Open a card to see its detail page with tabs Details, Activities, Quotes, Site visits, Files and History.

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