Insites Docs Instance PipelinesPipeline OpportunitiesPipeline Opportunities Introduction

Pipeline Opportunities Introduction

Last updated on October 25, 2024.

Pipeline opportunities are the individual sales opportunities tracked as they move across the stages in the pipeline. They are represented as 'cards' in the pipeline user interface. Please refer to the following links to learn more about creating and managing pipeline opportunities on your Instance:

Have a suggestion for this page?

Didn't quite find what you are looking for or have feedback on how we can make the content better then we would love to hear from you. Please provide us feedback and we will get back to you shortly.