Viewing a Pipeline

Viewing a Pipeline

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

  1. Click on Leads in the header menu
  1. 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

Info
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.