Jetbuilt

Go to the Client Detail page by clicking on a client's name in the client list, or from within a project.

On the left side of the screen you will see the Projects section. &nbsp;You can see all projects, open projects, or closed projects.&nbsp;

When you click VIEW OPEN, you will only see projects that are in the Lead, Estimate, or Proposal stages- thus, they are in your future pipeline.

This shows you how to see the potential project totals for any given client.

How to See the Pipeline for a Client

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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