Visualize your Sales Pipeline

Until now, seeing a complete overview of your sales pipeline required using various pages in Capsule, which made visualizing your sales pipeline challenging. We know it’s important for you to keep track of your sales opportunities as they progress through your sales process. Today we’re announcing a new Pipeline view to give you a complete visual overview of your open sales opportunities.

Check out our video to see the pipeline view in action:

So how does it work? The Sales Pipeline icon now takes you directly to the new Pipeline view. You can still reach the dashboard using the dashboard button (the last icon in the group). The new Pipeline view organizes your open opportunities under their current milestone on a single page.

Some of you may know this as a ‘kanban’ board. When a sales opportunity progresses, you can move the opportunity across milestones by dragging and dropping the opportunity into the next milestone column. The further an opportunity gets to the end of the Pipeline, the closer you are to closing a deal!

When you’re ready to close a deal, you can drag and drop the opportunity into the ‘Won’ drop area to select your winning milestone. Should you lose an opportunity you can drag it into the ‘Lost’ drop area.

We hope this gives you a better overview of how your sales are progressing! As always, we’d love to hear what you think, feel free to drop us an email.

Stay updated with Capsule by signing up for our newsletter

Read our full privacy policy here.

Read more about product

Dive deeper into performance with new activity and sales report breakdowns
product

Dive deeper into performance with new activity and sales report breakdowns

We've made it even easier to see all the details which make up the activity and sales reports by adding report breakdowns.

Investing in Capsule
product

Investing in Capsule

Last year we celebrated our 10th anniversary of Capsule. It was a chance to reflect on how Capsule has grown with thousands...

June 2020 Product Updates: New Task Assignment Emails, More Customization and Enhanced Security
product

June 2020 Product Updates: New Task Assignment Emails, More Customization and Enhanced Security

## Receive Task Assignment Emails Stay in the know by receiving an email whenever a task is assigned to you. You can...

Ready to get started?

Trusted by thousands of businesses worldwide

Try free for 30 days

No credit card required