Using the Sales Pipeline
The Sales Pipeline is a dynamic visualization tool that allows you to quickly access key information about your clients & leads.
Rename your Sales Stages
The column titles of the Sales Pipeline are customizable and can be edited by clicking Settings in the side navigation, selecting Sales Settings, and then clicking Sales Stage.
ℹ️ Note: The two rightmost columns originally titled Closed-Won and Closed-Lost will still function as won business and lost business, respectively.
Lead Insights
Hover over a lead card to see Sales Campaign progress and view lead insights for things like when they last accessed Releventful or when they last opened or replied to an email.
Click into a lead card to go directly to their event portal, view their lead records, or edit their event details.
Filter the Pipeline
To customize the leads displayed in your sales pipeline, click Filter to adjust the filter options.
