You are here: Cases > Viewing the Case Pipeline

Viewing the Case Pipeline

To view a graphical representation of your Cases:

Select the My CRM button.
Click on the Cases tab.

A list of Cases assigned to you, with a status of In Progress, is displayed. A graphical pipeline of your cases is displayed above the list.

You can drill down on the pipeline by clicking the pipeline segment representing the case stage you want to zoom in on. Alternatively, you can also click on the hyperlinks under the pipeline image. For example, if you want to see cases at a stage of Queued, click on that section of the pipeline.

The pipeline graphic can be disabled from the Preferences tab.

The list of cases is filtered to show only cases at a Stage of Queued. You can toggle back to the full list of cases by clicking on the highlighted segment of the Case pipeline.

Go to Cases home page...