Hi everyone, just a quick question if anyone would be kind enough to answer it.

After you make a pipeline for opportunities or projects, is there anyway to see all the pipelines at once? I know that you can click on a project and see the progress for that pipeline, but is there anyway to see all the pipelines open for all the projects or opportunities at once?

I wold really appreciate any response. Thanks

Cheerfully,
Afton

think you can in a report....not in the app.

Thanks! Does anyone know how to make a report of that?

Another way:

You can create -n- Smartlists under projects or opportunities, 1 for each stage of the pipeline.

For example:

Sale:Initiate
Sale:Followup
Sale:Negotiate
Sale:Success
Sale:Failure

Each Smartlist would have a criteria for selection projects with a pipeline at the specified stage.

Not ideal, causes an explosion of smartlists if you have may campaigns or a lot of pipelines.

You can do it in a report as well but requires more programming than can be easily explained here.

If only market circle would provide this out of the box... sigh.