View Pipeline Process Tasks

I. Pipeline Process Details Access Points

1.1 Three Access Points

a. Navigate to CRM To-Do > Pending Stage Tasks to view a list of stage tasks awaiting your action or previously processed tasks.
b. Access via the object detail page.
c. This detail page displays all stages and their associated tasks. Assignees can complete tasks, advance to the next stage, or skip stages directly from this interface.

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II. Stage View

2.1 Accessing Stage View

Click the stage view icon next to objects in the list.

2.2 Stage View Functionality

The stage view tiles all defined stages, showing stage names and the count of object instances per stage. Supported objects include Opportunity 2.0, Opportunity, Leads, Account, Sales Order, and custom objects.

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III. Filtering

Filter by object fields or tags. Opportunity 2.0 supports predefined quick filters (e.g., range and expected close date).

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IV. Card Field Configuration

Up to 6 object fields can be displayed per card. Configurable at both tenant and individual levels.

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V. Pipeline Selection

Choose from all defined pipeline templates for the object.

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VI. Metric Display

Opportunity 2.0 exclusively shows:
- Active Opportunity Amount
- Won Opportunity Amount
- Forecasted Opportunity Amount

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VII. Stage View Card Actions

Opportunity 2.0 cards support quick object editing and Follow-Up Activity publishing.

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