Pipeline and saved work
Find your saved opportunities, forecasts and small orders in one place.
- Pipeline: revisit saved work and mentor reviewsPipeline shows the opportunities, forecasts and small orders that you saved, and your mentor reviews, in four columns.
- Find a saved opportunity, forecast, or small order in PipelineOpen Pipeline and look in the Saved column, where each card opens the saved item or sends it to a mentor.
- Show expired saved opportunitiesPipeline hides saved opportunities whose closing date has passed, and the Show expired switch shows them again.
- Why Pipeline does not show a proposal stage or outcomeThe Proposal and Outcome columns stay empty today, because Pipeline tracks only saved items and mentor reviews.