Review your CRM pipeline
Open the pipeline or an existing lead while keeping write actions separate.
All topics
Topics
Pipeline is the entry point for reviewing deals in CRM.
- Open CRM's Pipeline.
- Review the deals available to your role.
- Open an existing lead to inspect its detail page when needed.
Viewing the pipeline or a lead does not move a deal, mark it won or lost, or create a customer. Pipeline changes require CRM-management access. Customer conversion has its own permission, so being able to read a lead does not grant conversion access.