video1.0<iframe src="https://www.loom.com/embed/a82349d26b324746a7458fa051e84423" frameborder="0" width="2114" height="1585" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>15852114Loomhttps://www.loom.com15852114https://cdn.loom.com/sessions/thumbnails/a82349d26b324746a7458fa051e84423-f395d5cf8b453e02-full.jpg103.733367In this Loom I walk you through the Pipeline dashboard for managing sales opportunities. You can view the transaction pipeline by type and current status, switch pipeline views from the drop down, and add new opportunities with Add Opportunity. I also cover using Advanced Filters to search and Refresh to load the latest data, plus choosing card or column view. If you need to, you can import opportunities by uploading a file and then confirm the details or enter them manually. No specific action was requested beyond following these navigation steps.