Team Pipeline

View your team's deals, sort by team member, assign leads, and assign tasks.

Your team's pipeline will display an icon with the initials of the member a particular deal was assigned to.

Deals that are not yet assigned will not have an icon.

Sort pipeline by team member

Navigate to the Pipeline.

Click on All assignees.

Select a team member from the menu.

Manage your team's pipeline.

• Create task checklists (admin only)
• Customize pipeline stages (admin only)
• Customize deal types (admin only)
• Assign checklist tasks
• Assign a deal