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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.

Christa Moody avatar
Written by Christa Moody
Updated over a week ago

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.

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