Pipeline View

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 records is shown in chart using the stage or status value. 
• All the other record tools like Quicklinks, Edit and Trash are still available on the list page
• The view also makes it easy to move to a different stage by just drag and drop.
• A useful "Flag" icon signifies that a Lead or Opportunity has an open Followup.

How to Create a Pipeline View

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.

4.  Click Save.