Track opportunities and follow-up tasks

Customers · Updated Sep 11, 2026 4:24 AM UTC

The pipeline shows where work stands; tasks make the next action clear.

How to use it

Open Pipeline and move quotes through your sales stages. Add a follow-up task, due date and teammate when a call or visit is needed. Use filters for your own tasks and work needing reassignment.

Example

After a property viewing, schedule a task to call tomorrow and answer questions about the quote.

Open this area

Need a hand?

If something does not match your screen, check your workspace role and plan, then include the page or app version when opening a support ticket. Never include a password, API key or payment-card details.