Viewing a pipeline

To view a pipeline, click on the left panel under the team name that contains the pipeline. By default, you will see the pipeline in Kanban board style. You can apply a filter, which will be saved by default (1), and different combinations of fields can be filtered.

You can also switch to the list view by clicking the table icon in the top-right corner (2). The list view is recommended when you need to update several deals, as all fields are editable, and changes can be made quickly.

To export data, click the three dots icon in the top-right corner and select Export to CSV.