Manage deals in the pipeline & pin important deals

Here’s how you manage your deal pipeline and pin important deals on Accelerate:

1. Access the Sales Pipeline Page

   • Open Accelerate and navigate to the sales pipeline page to get an overview of your current sales pipeline.

2. View Deals by Status

   • The sales pipeline splits all deals in your system under their relevant status, providing a breakdown of revenue.

   • The header shows the number of deals under each status.

   • The bottom bar displays the total revenue value and the weighted value of all deals, considering their win probability.

3. Apply Filters

   • Use the filter options to narrow down the deals shown on the pipeline page.

   • You can create a filter view to save a set of filters for daily use and apply them quickly in the future.

4. Move Deals Across Statuses

   • To update the status of a deal, simply drag and drop the deal from one status column to another (e.g., from "Prospecting" to "Won").

5. Pin Important Deals

   • To pin a deal for future reference, select the deal and use the pin option.

   • Pinned deals can be easily referred to later.