---
title: Review and organise your sales pipeline in Infinity3
description: "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…"
url: "https://www.infinity3.co.uk/help/review-and-organise-your-sales-pipeline-in-infinity3/"
updated: "2026-10-07"
category: "Infinity3 Platform / Opportunities & Pipelines"
---

# Review and organise your sales pipeline in Infinity3

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.