Skip to main content
Manage sales pipelines and revenue goals. Supports tracking opportunities through each stage of the sales process while monitoring progress toward projected revenue targets.

​
Set Revenue Goal

1

Navigate to Pipeline

CRM P Nav
2

Select Set Revenue Goal

CRM P R Goal
3

Select Edit

CRM P R Goal Edit
4

Fill in the required information

Select Save to complete or Cancel to exit without saving changes. 

​
View Pipeline

1

Select a fiscal year

CRM P Fiscal Yr
2

Select view options

CRM P View
  • Employee: View pipeline activity and opportunities associated with individual employees
  • Company: View pipeline activity and opportunities grouped by company.
  • Sales: View the value or volume of sales opportunities in the pipeline.
  • Revenue: View the expected revenue generated from pipeline opportunities