Viewing a Pipeline

Viewing a Pipeline

This article will guide you through viewing a Lead's status in a Pipeline.

  • Hover over Leads in the header menu.
  • Select Pipeline in the left hand corner of the page.

  • You will now be taken to the Pipeline view.
  • You can change the Pipeline by clicking into the dropdown list at the top next to Leads.
  • You can Filter your Leads by clicking on Filters button and selecting your parameters into the Filter boxes.

  • Leads will show under their pipeline stage column.
  • To change the stage of a Lead, click and drag the Lead into the chosen column.


Note: If Pipeline option is not available, you do not have permission to access this function in the software, please contact your manager or you can submit a request to Arosoftware regarding adding a module to your account : Click here