Switching between pipelines

Each dealDeal A sales opportunity with a value, an owner and a stage in a pipeline. Deals are what the Deals board, the forecast and the sales reports count. belongs to one pipelinePipeline The ordered list of stages a deal goes through, from first contact to Won or Lost. A company can have several pipelines, for example one per product line., and the Deals board shows one pipeline at a time.

#Switch the board

1. Open Deals in the left rail.
2. At the top, choose a pipeline in the Pipeline list.

The board opens on the company's default pipeline. A new deal you create is added to the pipeline you are looking at. No deals in this pipeline yet. means the pipeline is empty or you only see your own deals.

#Open a deal from a link

When you open a deal from a notification, a chat or a search, the board switches to that deal's pipeline by itself.

#Good to know

• Each pipeline has its own stages, so a deal's Stage list only shows the stages of its pipeline.
• Bulk actions work within one pipeline. Deals in another pipeline are skipped.
• Saved views can include the pipeline. See Deal list, filters and saved views.
• Owner and Company admin create and rename pipelines with Manage pipelines. See Set up pipelines and stages.