The My Pipeline page shows every active opportunity you’re working. This includes prospects that have moved into discovery calls, follow-ups, appointments, or any other next step that pushes the deal forward.

Your pipeline updates automatically based on prospect activity, quote movement, and next steps. It’s your real-time view of all open opportunities.

Pipeline Filters

At the top of the page you’ll find several filters to help you narrow down your active deals. You can filter by:

  • Sales Person
  • Company Name
  • Last Contact Range
  • Next Step
  • Status:
    • Warm
    • Hot
    • All
  • Next Step Range
  • Include Won (optional)

Click Search to update the table, or Export to download your filtered list.

INSERT SCREENSHOT — PIPELINE FILTERS & RESULTS TABLE

Screenshot should include:

  • All filter fields
  • Search + Export buttons
  • The Pipeline table showing:
    • Status icon
    • Company Name
    • Sales Person
    • Last Contact
    • Next Step
    • Next Step Date
    • Probability
    • Expected Close Date
  • Back button

(Use the screenshot you provided.)

Pipeline Table Overview

Every row in your pipeline represents an active opportunity. The table columns include:

Status Icon

Shows whether the opportunity is Warm Hot or another custom status.

Company Name

Clicking the company name opens the full prospect record.

Sales Person

The rep responsible for the opportunity.

Last Contact

The most recent touchpoint logged for this deal.

Next Step

Your next scheduled action such as:

  • Discovery
  • Follow Up
  • Present
  • Appointment
  • Proposal Review
  • or any custom next step created by your company

Next Step Date

The due date for the next action you need to take.

Probability

Your chance of winning the deal expressed as a percentage.
This can update as the deal moves through your pipeline.

Expected Close Date

The estimated date you expect the deal to close.

These fields help you focus your time on the right deals and keep momentum on every active opportunity.

How Opportunities Move Into the Pipeline

An opportunity appears in your pipeline when:

  • A prospect moves into a discovery or meeting stage
  • A quote is created for an existing prospect
  • You assign a next step that indicates active movement
  • A sales person updates the deal status to warm or hot

QwikSell automatically handles this so your pipeline stays current without extra work.

Using Pipeline to Stay Organized

You can use this page to:

  • Prioritize your deals
  • Identify stalled opportunities
  • Track upcoming follow-ups
  • Focus on deals with the highest probability
  • Review workload across sales reps
  • Export your pipeline for meetings or forecasting

It’s everything you need to stay on track and move deals forward.