Click the print icon
to print the report.
To view the Sales Pipeline report:
Click the Reports tab.
Under Sales Reports, click Sales Pipeline Report.
The report will display automatically.
When you see the report on the screen, you can:
Click a contact name to view the contact record for the company or individual so you can see their full account history, including a list of your customer's open quotes.
Click the print icon to print the report.
*Access to this feature may depend on your account plan. Log into your WorkingPoint account and click "Account" (in the upper right hand corner), then "Change account plan" to view your plan details.