Pipeline

Pro+ beta board for moving an opportunity toward a quotation.

Pipeline is a Pro+ board. It is in beta. Lite, Pro, and trial workspaces do not show it in the sidebar. A direct link sends those workspaces to the dashboard.

Use Opportunities on every plan. Pipeline is an extra board for Pro+.

What you do here

• See open work on a board
• Open an opportunity and create a quotation with the customer already filled
• After you save the quotation, you land on Quotations. The opportunity becomes converted

The + menu shows Open board only when the workspace can use this beta.