Pipeline Inspection

Identify stakeholder gaps and focus on deals that need more attention by seeing which contacts are actively engaged in a deal. Track inbound and outbound activities for opportunities at a glance. Get more context with new columns for alerts, contacts, activity, and methodology, and set the default list view that users see when they open Pipeline Inspection.

• Gauge Relationship Health Quickly in Pipeline Inspection
  Give your sellers the ability to assess engagement levels without scrolling through the activity timeline. Pipeline Inspection now includes an Activity column with a heatmap that tracks inbound and outbound activities, such as voice calls, video calls, events, and emails, over a 30-day period.
• Identify and Manage Active Contacts in Pipeline Inspection
  Identify stakeholder gaps and focus on deals that need more attention by seeing which contacts are actively engaged in a deal. Find the new Contacts column to see a count of people involved in activities, such as emails and meetings, within the last 30 days.
• Customize Sales Methodologies Based on Your Team's Needs
  With sales methodology customization, implement sales methodologies that align with your specific business processes. Tailor prebuilt sales methodology templates or create your own from scratch.
• See Deal Alerts at a Glance in Pipeline Inspection
  The new Alerts column in Pipeline Inspection shows a count of the most urgent deal insights, so sales reps can quickly spot and address at-risk opportunities. The alerts shown depend on your enabled features. For example, insights about service cases appear only if you use Cases. For consistency, the Needs Attention header in the Insights section of the side panel is now also called Alerts.
• Set the Default List View for Pipeline Inspection Users
  Decide whether users see My Pipeline or a public list view as the default when they open Pipeline Inspection for the first time. When the setting is on, My Pipeline is the default. When it's off, users start on the public list view that's first alphabetically.
• Get a Fuller View of Your Pipeline with Built-In Insights
  See more context on every deal so you can spot risks faster and move your deals forward. The Alerts, Contacts, Activity, and Sales Methodology columns now appear in your Pipeline Inspection list views automatically. Reorder or remove the columns to fit how you work.