Labelling Opportunities: Focus, Hot, Stalled

There are three labels available in Pipeliner CRM for prioritizing opportunities:

  • The green “Focus” symbol is shaped like a target and indicates which opportunities you want your salespeople to focus on.
  • The red "Hot" symbol is shaped like a flame and indicates which opportunities are likely to close sooner.
  • The blue "Stalled" symbol is shaped like a pause and indicates which opportunities are delayed in your pipeline.

These labels are a great way for you to visualize the opportunities in your pipeline at a glance.

Adding a Label from the Pipeline View

1. From the Navigation bar, click on Opportunities.

2. Open the Power Panel.

3. On the Lead/Opportunity Card, click “Show Labels”. Click “Save.”  

4. You can now click on an opportunity card and select a label.

Adding a Label from Within an Opportunity

1. Click on, or search for an opportunity.

2. Click on one of the labels.

 

 

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