All Collections
How to see the pipeline for a client
How to see the pipeline for a client
This shows you how to see the potential project totals for any given client.
Paul Dexter avatar
Written by Paul Dexter
Updated this week

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.  You can see all projects, open projects, or closed projects. 

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.

Did this answer your question?