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Pipeline

Manage your deals, accounts, and contacts.

If you are not already on the Deals page, click Deals at the top left. Next, Select the Deals list view...
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First, click Accounts at the top left. Next, Select the Accounts list view...
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To get to the contacts pipeline, first select Contacts on the menu at the top left...
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If you click on a deal from anywhere in the CRM, you are taken to their record...
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If you click on a Contact from anywhere in the CRM, you are taken to their record...
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The Deals pipeline is the first page to load when you enter Breezz and you can find it by clicking Deals...
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You can select a favorite view for your deals, contacts, and accounts...
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To get to the accounts pipeline, first select Accounts on the menu at the top left...
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To see a list of your contacts, first click on Contacts on the menu on the top left...
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To see a list of your accounts, first click on Accounts on the menu on the top left...
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First, click Contacts at the top left. Next, Select the Contacts list view...
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