Sales Pipelines
Setting up and working Sales Opportunities in Sales Pipelines.
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Permissions for Sales Pipeline
Overview The Sales Pipeline pulls and presents data from many places in AgencyBloc. To do their work in a Pipeline, your Users need permissions to access those places and data. ...
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Setting up a Sales Pipeline
Overview With a Sales Pipeline, you can track the progress of Sales Opportunities (Opps) for leads and clients in your sales process. A Pipeline also provides greater visibility...
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Using the Sales Pipelines Board & Sales Opportunities List
Overview The Sales Opportunities List shows Opps across all your Pipelines in a familiar table format. The Sales Pipelines Board displays Opps in an interactive Kanban-style vie...