The iEnterprise CRM provides another data display that can help you visualize your engagement with opportunities and leads.
A new option to create pipeline view is available for Opportunity and Leads module.
Features:
The property checkbox is available for New and existing view. This is not available for default Module List.
1. From Leads or Opportunity module, click View icon on the Sidebar or the List drop-down.
2. Create a New View or Modify an existing view.
3. Click on the checkbox Pipeline View. Note that view display is updated with the Stage value across top.
Only shows Leads or Opportunities in Open stage. |
4. Click Save.