Using the 'Sales Console'

The Sales Console is the easiest way to manage your overall pipeline. It allows you to select an opportunity from the 'Panel' and load it's detail page without having to navigate.

Within the 'Sales Console' you can view your pipeline for the Previous Year, Current Year, and Next Year.

When the page loads, you must first select an opportunity to begin

After you've selected an opportunity, the detail page will show

You can now update & add your entire product pipeline all from one page.

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