The Pipeline screen is used to review and manage sales opportunities by stage, value, close date, assigned user, and probability.
What this screen is for
Use Pipeline to track potential sales from early prospecting through closed won or closed lost. The screen supports a table-style list view and a visual pipeline view for active stages.
Screen path
Dashboard > CRM > Pipeline
The screen title is Sales Pipeline - Opportunities.
Key areas
Summary cards
The top cards summarize opportunity count and value for the currently filtered list.
| Card | Meaning |
|---|---|
Total Opportunities |
Number of opportunities in the current filter. |
Total Pipeline Value |
Sum of estimated opportunity values in the current filter. |
Closed Won Value |
Sum of closed-won opportunities in the current filter. |
Filters and search
The Pipeline screen can filter by stage, assigned user, and search text. The assigned-user filter defaults to the current user when the screen loads.
The default stage view shows open stages. Selecting a closed stage can show won or lost opportunities.
View modes
| View | Use it for |
|---|---|
List View |
Review opportunities in a table with stage, probability, value, close date, assigned user, and actions. |
Pipeline View |
Review active opportunities in columns and move opportunities between active stages. |
Pipeline stages
| Stage | Default probability |
|---|---|
Prospect |
10% |
Connect |
25% |
Present |
50% |
Closing |
75% |
Closed Won |
100% |
Closed Lost |
0% |
Main actions
Add New Opportunity: Open the opportunity creation form.- Row click: Open opportunity details.
Mark Won: Set the opportunity toClosed Won.Mark Lost: Set the opportunity toClosed Lost.List View: Switch to the opportunity table.Pipeline View: Switch to the visual stage board.- Drag a card in Pipeline View: Move an opportunity to another active stage.
What happens behind the scenes
Opening the screen reads opportunities, users, customers, prospects, and the current session user.
Adding or editing an opportunity updates the opportunity record.
Moving an opportunity between stages updates the stage and default probability for the new stage.
Marking an opportunity won or lost updates the stage and probability. It does not create a quote, customer, order, invoice, shipment, or accounting entry.
Opportunity activities are stored as CRM activity log records and can be reviewed from the opportunity detail screen and Tasks.
Troubleshooting
I do not see an opportunity
Likely cause: The assigned-user filter, stage filter, or search text is hiding it.
Safe fix: Clear search, change the assigned-user filter, and check closed stages if the opportunity was won or lost.
Contact support if: The opportunity exists on a prospect or customer detail record but does not appear in Pipeline.
Pipeline View does not show closed opportunities
Likely cause: Pipeline View is designed around active pipeline stages.
Safe fix: Use List View and select Closed Won or Closed Lost from the stage filter.
Contact support if: Active opportunities are also missing from Pipeline View.
Closed Won Value is zero
Likely cause: The current filter may only include open stages.
Safe fix: Include Closed Won in the stage filter when reviewing closed-won value.
Contact support if: Closed-won opportunities are visible but value still calculates incorrectly.