Get to know your way around Pipeline CRM — where your data lives, how to move around fast, and where to look first each day.
Your Home Base: The Dashboard
The Dashboard tab is your command center. It surfaces what needs your attention without digging:
- Pipeline — See your active deals and total value, broken down by stage.
- Agenda — Today's, this week's, and overdue tasks, with overdue items flagged in red.
- Starred Lists — Your pinned lists for one-click access to whatever matters most right now.
- Latest Email Interactions — The five most recent tracked emails opened or clicked (requires Email Sync).
- Deals Slipping Away — Smart alerts for large or stalled deals that haven't been touched in a while.
💡 Tip: On the Grow plan, you can fully customize your Dashboard with your own mix of list views, reports, and goals.
Finding Anything Fast: Universal Search
Use the search bar at the top of the app to instantly look up companies, deals, and people by name, email, or phone number. Narrow results by record type, use icons to tell records apart at a glance (🏢 Company, 💼 Deal, 🙎 Person), and revisit your recent searches any time.
Keeping Priorities Visible: Starred Lists
Starred Lists put your most important saved views right on your homepage — no need to reload them every time you log in. Save a list view, click the ⭐, and it shows up on your Dashboard. Share a starred list with your team to keep everyone looking at the same priorities.
Go Deeper
This article covers the basics. For the full walkthrough on each area, see Dashboard Tab, Universal Search, and Starred Lists.
Need help? Contact support at customercare@pipelinecrm.com.