Infinity3 Help Centre

Review your pipeline regularly to spot enquiries that need attention and keep your team’s view of active deals accurate.

Before you start

You’ll need access to Opportunities and the pipeline your team uses.

Focus your view

1. Open Opportunities and choose the pipeline.
2. Select Open to focus on active deals.
3. Open Advanced Filter using the funnel icon.
4. Add useful conditions, such as owner, value or last stage change date.
5. Apply the filters and review the results.

Use AND when every condition must match, or OR when any condition can match.

Review each active deal

Check whether:

• The stage reflects the latest progress.
• Someone owns the next action.
• The estimated value is current.
• The customer needs a follow-up.
• The outcome should now be recorded.

Use linked contact notes and tasks to record context and follow-up work.

Find deals that may be stuck

Use Last Stage Change Date to find opportunities that haven’t moved recently. Review the customer history before deciding what action to take.

Things to know

• An older stage change doesn’t always mean a deal has been neglected.
• Updated On and Last Stage Change Date measure different changes.
• Clear filters before assuming an opportunity is missing.
• Check selected records carefully before any bulk action.

If a view looks incorrect, contact Infinity3 with the pipeline name and filters used.