This article explains how CRM Pipelines work in Evo, who can see opportunities on a pipeline, and whether a dashboard widget can show opportunity counts.
Table of Contents
- What Is a CRM Pipeline?
- Who Can See Opportunities on a Pipeline?
- How to Open a Pipeline
- Dashboard Widgets and Opportunity Counts
What Is a CRM Pipeline?
A Pipeline in Evo CRM is a shared board view of opportunities arranged by stage. Pipelines are not created for a single user ID only. Users who have access to CRM can open the same pipeline from CRM / Pipelines.
Each opportunity on the board can have one or more assigned employee roles (for example, Salesperson or another Application Employee Role). Those assignments control who treats the opportunity as their own when permission settings limit visibility.
Who Can See Opportunities on a Pipeline?
Pipeline boards are shared, but the opportunities that appear for a given user depend on CRM opportunity permissions on their employee role:
- View my opportunities (without permission to view others’ opportunities) — the user sees opportunities where they are assigned in any Application Employee Role on that opportunity. They do not see opportunities they are not assigned to.
- View others’ opportunities — the user can see opportunities beyond their own assignments.
- Owners and Administrators — full permissions apply, so they can see the full pipeline.
Note: Permission names appear under Settings / My Business / Employee Roles & Permissions in the CRM section of the role permission tree.
How to Open a Pipeline
Navigate to CRM / Pipelines.
1. Open the pipeline you want to review from the list.
2. Review opportunities by stage on the board. Use search, filter, and sort controls on the board as needed.
3. Optionally select All Opportunities on the Opportunities page when you need a list view instead of a pipeline board.
Note: If a user cannot see an opportunity they expect to see, confirm they are assigned to a role on that opportunity, or that their employee role includes permission to view others’ opportunities.
Dashboard Widgets and Opportunity Counts
Evo does not currently include a dashboard widget that shows the number of opportunities in a CRM pipeline.
To review opportunity counts and pipeline stage activity, open the pipeline board under CRM / Pipelines. For general dashboard widget setup (adding, moving, and configuring widgets), see How to Set Up Dashboards and Widgets.