About Visual Pipeline Manager
Visual Pipeline Manager enables Sales Managers and Sales team members to manage the pipeline from a central location.
Featuring drag-and-drop deal cards with quick-view summaries, easily move deals forward or back to right stage as your deal changes. Each card contains calculations for the number of days the deal has been in the current stage and the number of days since its creation.
Handy links on each deal card let you:
- View Requests related to the deal
- Post to Chatter
- Log a call
- Update the Pipeline
Each card also contains a link to the JDQuote record. Click on the link to open the quote in a new browser tab.
Visual Pipeline Manager Filter
A built-in filter enables you to review pipeline deals for individuals or for a whole team. As you add or remove filters, the Visual Pipeline Manager board dynamically updates the view—including total dollar amounts in each stage. You can also use the filter’s Search Key to search by JDQuote name.
