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Dashboard · Guide · 1 min read · Dashboard

Slice your leads in Pipeline

You combine lead stages and deal stages to find exactly who you need. Use it for questions like "who is on Quoted with an open deal".

The Deal row fills in only where your workspace has deals.

The Syncdo dashboard: the pipeline, every lead with its stage and next follow-up
Video coming soon

Steps

  1. 1

    Open Pipeline under Sales.

  2. 2

    Click one or more chips in the Lead row.

    These are your lead stages.

  3. 3

    Click chips in the Deal row.

    Only leads that match both rows stay.

  4. 4

    A lost lead shows its lost reason under the stage.

    Click any row to open the lead.

Open this in Syncdo

Progress is saved in this browser only.

Questions

How do I filter by lead stage and deal stage together?

Open Pipeline under Sales. Click one or more chips in the Lead row (your lead stages), then chips in the Deal row; only leads that match both rows stay. A lost lead shows its lost reason under the stage, and clicking any row opens the lead.

Why are there no deal stages in Pipeline?

Deal stages show only where your workspace has deals. An owner or admin can also switch deals off with the Deal Stage switch in Settings, then Lead Fields.

Who sees which contacts in Pipeline?

A rep sees the leads assigned to them. Owners and admins see every lead. A manager sees their team's leads, which means only their own until Syncdo has teams.

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