Accounts Pipeline

Index
Customer/Prospect Pipeline
Lead Pipeline

The Accounts Pipeline views are designed to aide you in gauging possible upcoming sales that have not yet been placed on an order or a quote in Enter Orders/Quotes(OE30).

The Customer/Prospect Pipeline view allows you to view potential sales information for both Prospects and Customers as maintained in the Customer Master(SU13) view within the CRM section on the Details page of each record.

The Lead Pipeline view allows you to view potential sales information for Lead as maintained in the Lead Master view within the CRM section on the Details page of each record.