Keep track of all your opportunities in a pipeline
Keeping track of all the opportunities in a sales pipeline is crucial to ensuring its success. Outplay enables you to view all the opportunities in your pipeline, giving you a complete overview of your sales progress. This article will guide you through the process of viewing all the opportunities in a pipeline on Outplay.
Here’s how you can view opportunities in a pipeline on Outplay:
- Log into Outplay. In the Engagement section, click Opportunities from the sidebar menu.
- Here, you can view all the opportunities created in your account. Click the Select Pipeline button and select the pipeline of your choice.
- You can use the Search Bar or Filter option to quickly scan the pipeline and find the opportunity.
TIP: You can view opportunities in a pipeline in Kanban view. Click the Kanban View button. In the Kanban view, you can drag and drop opportunities to different stages.
TIP: You can select an opportunity of your choice and view the all essential information associated with the opportunity under the Activity, Notes, Prospects, Sequences, Meetings, Calls, Emails, & Tasks tabs.
TIP: You can apply filters in a pipeline and save the view by clicking the Save View button.
TIP: You can select multiple opportunities in a pipeline and choose to bulk edit or delete them. To do so, select the checkboxes for the opportunities, click the More Options button in the top panel, and select the preferred action.
TIP: You can update the stage or outcome for an opportunity. Click here to read more.