Welcome to the Pipeline Overview. The opportunities tab is your go-to place to manage your sales or work process. At a glance, you can see where a prospect or customer stands in your workflow. It's like having a visual roadmap of your sales journey.

Imagine you've run out of people to call for the day. With the opportunities tab, you can quickly identify prospects that need follow-ups or appointments. The beauty of our software is its flexibility. You can customize these pipelines to fit your business needs. Whether you label them as 'lead', 'opportunity', or any other term that suits your process, the goal is to have a clear view of each stage.

Take Michael, for instance. He enters your system as a 'lead'. With a simple drag and drop, you can move him to the 'appointment' stage after setting up a meeting. This visual representation ensures you don't call him again for the same reason.

As your business grows and you juggle numerous leads, remembering each one's status can be overwhelming. That's where the pipeline shines. It's your visual assistant, helping you track, manage, and progress each lead through your sales journey. So, embrace the pipeline and let it guide you to more organized and efficient sales processes.