Sellsy offers a view of your pipeline to help you easily manage your opportunities.
To access it, click on Opportunities and then Pipelines view.
The pipeline view will then appear:
For every step of your pipeline, you can see the opportunities in progress.
The total of each step is calculated and a summary of each opportunity will be displayed.
You can move an opportunity from one stage to another by simply dragging-and-dropping:
A task's status is displayed for each opportunity.
By clicking on See + you'll get even more details:
To display the detailed record of an opportunity, click on the name and a summary will appear.
If you want a less detailed view to show more opportunities, you can do so with the filters on the left of your screen:
The display will then be simplified: