Opportunities Disappearing From Pipeline

Managing Disappearing Opportunities in Pipeline

Objective:

To ensure that all opportunities in the pipeline are visible and properly categorized for effective tracking and management.

Key Steps:

1. Check if opportunities are disappearing due to a filter showing only open opportunities.
2. Select "Advanced Filters" to view the current filter settings.
3. Adjust the filter settings to show all opportunities or specific categories such as lost or abandoned.
4. If opportunities are being moved to a different category (e.g., one, lost, abandoned), they may no longer appear under the open opportunities filter.
5. To view opportunities in different categories, edit the filter accordingly.
6. Ensure that all opportunities are properly categorized to maintain visibility in the pipeline.

Cautionary Notes:

• Moving opportunities to different categories may affect their visibility under certain filters.
• Double-check filter settings to ensure all opportunities are being displayed correctly.