Board and list views

There are two views of your opportunities. Both show the same records, and both open an opportunity's record in a panel when you click it. See The opportunity record.

Open in Clockwork CRMEnter your Clockwork CRM address at the top of the page to open this in your Clockwork CRM.

The board

Sales → Sales & Opportunities Board shows one pipeline at a time, with a column for each of its stages.

The toolbar holds:

Control	What it does
Order By	Sorts the cards in each column by Value, Estimated Close Date, Importance or Likelihood, or by one of the pipeline's properties. It starts on Value
Direction	Ascending or Descending. It starts on Ascending
Pipeline	The pipeline shown. The board remembers the last one you chose
Search for an opportunity	Shows only cards whose name contains the text
Additional Filters	Opens the filters panel. See Filters

Columns

Each column header shows the stage's name and the number of opportunities in it. The + in the header opens Add Opportunity with the pipeline and stage already chosen.

The foot of each column shows the total value of its opportunities:

• Total: for Open and your own stages, counting the opportunities the filters show
• Total to date: for Won and Lost, counting every opportunity in the stage, whatever the filters

Won and Lost cards are hidden until you turn on Show Won/Lost Opportunities in the filters. While they are hidden, those columns show a card explaining how to show them. Clicking the card opens the filters.

Cards

Each card shows:

Item	What it is
Tags	The opportunity's tags, above its name
Name and value	The opportunity's name and estimated value. Click either to open the record
Stars	The importance. Click a star to change it
Owner	The sale owner's picture. Point at it to see their name
Date	The estimated close date. Point at it to see how many days are left, or how many days ago it was due
Pictures	The people and companies on the opportunity. Point at one to see its name

The icons along the foot of a card are:

Icon	What it does
Edit (pencil)	Opens the record
Delete (bin)	Deletes the opportunity, after you confirm
Add tag	Adds a tag, or creates one with New Tag
Copy opportunity	Copies the opportunity, after you confirm. See Copying and deleting
Likelihood	The likelihood of conversion, as a percentage. Click it to open Opportunity Likelihood and drag the slider to change it. The new value is saved when the slider closes
Comments	The number of comments. It pulses when there are comments you have not seen. Click it to open the record
Files	The number of files. Click it to open the record

Double-clicking a card also opens the record.

Moving cards between stages

Drag a card to another column to move the opportunity to that stage.

• If any stage between the old column and the new one has properties, the Move Stage form opens. Fill in the required properties and select Save. Closing the form without saving puts the card back.
• Dropping a card on Won or Lost sets the close date to today and then asks for Closing Notes. Enter any notes and select Save.

To move an opportunity to another pipeline, use Move on its record or in the list.

The list

Sales → Sales & Opportunities List shows opportunities as rows, newest first.

The toolbar holds:

Control	What it does
Pipeline	All Pipelines, or one pipeline. The list remembers the last one you chose
Search for an opportunity	Finds opportunities by name
Additional Filters	Opens the filters panel. See Filters

The columns are:

Column	What it shows
Name	The pipeline and stage, the name, and the number of comments and uploaded files. A count pulses when there is something you have not seen
Stakeholders	Pictures of the companies and people on the opportunity. Point at one to see its name
Est. Value	The estimated value
Likelihood of Conversion	The likelihood, with a slider. Drag the slider to change it
Importance	The stars. Click a star to change it
Actions	The ... menu. See below

Click Name, Est. Value, Likelihood of Conversion or Importance in the header to sort by that column. Click it again to reverse the order. Results are split into pages at the foot of the list.

Double-click a row to open the record. The ... menu holds:

Action	What it does
View	Opens the record
Copy	Copies the opportunity, after you confirm
Schedule follow-up	Opens the scheduler for a follow-up. See Scheduling a follow-up
Move	Moves the opportunity to another pipeline or stage. See Moving an opportunity
Delete	Deletes the opportunity, after you confirm

Filters

Additional Filters on the board or the list opens the Filters panel. Filters apply as soon as you change them.

Filter	What it does
Search	Shows opportunities whose name contains the text
Pipeline	Any, or one pipeline
Stage	Any, Open, one of the pipeline's stages, Won or Lost. Deleted stages are marked (Archived). Not available on the board, where each stage is a column
Estimated Close Date	Anytime, Late (the date has passed), Yesterday, Today, Tomorrow, This week, No estimated close date, Has due date or Custom date range
Date Created	Anytime, Yesterday, Today, This week, Last Week, This month, Last month, Last 3 months, Last 6 months or Custom Date Range
Tags	Shows opportunities with the chosen tags
Match Any Tag / Match All Tags	Whether an opportunity needs any one of the chosen tags, or all of them
Show only untagged items	Shows only opportunities with no tags, and turns off the other tag filters
Created By	Shows opportunities created by the chosen users
Owned By	Shows opportunities owned by the chosen users
Hide Won/Lost Opportunities / Show Won/Lost Opportunities	Whether won and lost opportunities are shown. They are hidden to begin with

Custom date range and Custom Date Range add a start and end date to pick.

Saved filters

You can save a set of filters under a name and apply it again later.

1. Set the filters.
2. Select Save. The first time, Filter Name appears and asks for a name.
3. Enter a name, up to 400 characters, that you have not used for another filter.
4. Select Save again.

Once you have a saved filter, a Saved Filters button at the top of the panel lists them. Choose one to apply it, or select the bin icon next to it to delete it.

Reset clears the filters.

Related

• Opportunities, what each card and row represents
• Pipelines and stages, the stages the board columns come from
• Dashboard and search, reporting across opportunities