How Can I Check A Team Member’s Pipeline?

The visual pipeline offers insights on how each deal is progressing at a quick glance. You can either check the overall pipeline, or you can use filters to check the pipeline for a particular person (or persons), or based on other parameters as well.

Pipeline - Opening filters

To check someone’s pipeline:

  1. Open the filters in the “Pipeline” section
  2. Click on ‘Responsible
  3. Select the person(s) whose pipeline you would like to view
  4. Click ‘Apply Selection
  • The pipeline will now load showing only the deals of the person(s) selected.

Pipeline Filters - Choose Responsible

Pro Tip:
If you view the pipeline for a particular person or persons on a regular basis, you can save your filter as a custom view to get easy access without having to specify the filter again and again.


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