4 docs tagged with "Pipeline view"

To delete a deal in the pipeline view, click and hold the deal you wish to delete and drag it to the “Delete” button at the bottom of the screen.

To view another pipeline in your Fintesk account, click the dropdown menu and select the pipeline you want you view.

Fintesk helps you keep track of your deal progress by providing you with information about your deals based on what pipeline stage they occupy in your pipeline view.

The Rotting feature gives awareness of deals that have been idle for too long. Once enabled and configured, your pipeline will visually notify you of any deals that have remained untouched for longer than the defined rotting period.