Can't See New Deals in Sales Pipeline? Here's Why
Learn why new deals and contacts might not be visible in your sales pipeline and how to resolve this issue.
Why can't I see new deals and contacts in my sales pipeline?
If you're unable to see new deals and contacts in your sales pipeline, it might be because the user who owns the deal or contact hasn't shared the email conversations with the rest of the team.
To resolve this, ensure that the email conversations related to the deals and contacts are shared with the team. This will allow everyone to have visibility over the new entries in the sales pipeline. For more detailed information, you can refer to the article on sharing email conversations with your team.
More related questions
How can I ensure email conversations are shared with my team?
To ensure that email conversations are shared with your team, the user who owns the deal or contact must share these conversations. This is crucial for maintaining visibility and collaboration within the team, especially when new deals and contacts…
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