How to get there
- Access Sales
- Select Sales Funnel
Understanding the funnel view
Click on the icon (Funnel), the first one on the left, to access a graphical view of the status of each opportunity.
You can do the following:
Changing the stage of a deal
Changing the status of a deal
Changing a deal of funnel
Using the List and Forecast views
Learn here how to manage a deal
Click on the icon (Forecast), the third from the left, to access a forecast by days, weeks, months or quarters, on the expected closing date of a deal and its monetary value.
The displayed number is the total value of the deal, after applying the probability percentage according to the stage it is in, or after the percentage applied manually when creating the deal.