If you manage leads, deals, or sales conversations in different pipelines, checking each one separately can take extra time. This CRM update gives you a simple way to view all opportunities together in one list, making it easier to stay on top of follow-ups, spot missed deals, and keep your team organized.

📌 Why This Matters

Small business owners often have opportunities spread across different stages, services, or sales processes. Seeing everything in one place helps you quickly review what needs attention without jumping between multiple pipelines. It can save time, reduce missed follow-ups, and help you make better decisions about where to focus next.

✨ What’s New

• All Pipelines view: You can now choose an option in the pipeline dropdown that shows opportunities from every pipeline in one combined list.
• List view only: This option works in List view, so you can scan all opportunities in a single, organized format.
• Saved lists supported: If you want to return to this view later, you can save it as a List-type Smartlist.
• Kanban not available for this view: The combined All Pipelines option is disabled in Board view, so you’ll need to switch back to List view to use it.

🛠️ How to Use It

1. Step 1: Open your Opportunities section inside the CRM.
2. Step 2: Switch to List view.
3. Step 3: Open the pipeline dropdown and select All Pipelines.
4. Step 4: Review opportunities from every pipeline in one place.
5. Step 5: If helpful, save the view as a Smartlist so you can come back to it later.

💡 Pro Tip

Use the All Pipelines list at the start of each day to catch overdue follow-ups faster, because quicker responses often lead to more closed sales.