Pipeline Performance
Review the live LoadFunnel workspace, see current deal flow at a glance, and manage every stage with the same tools the revenue team uses every day.
Conversion
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Open Pipeline
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Active Deals
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Route Planner
See nearby stops, pick your route, and launch directions on your phone.Loading map…
Saved Locations
Contact Directory
Tap a contact to review or edit full detailsCompany Directory
Account overview with affiliated contactsTo-Do List
Monitor funnel follow-ups that need your attention.Scheduled
Due Soon
Past Due
Recently Completed
Workspace Admin
Manage invitations for your workspaceInvitations
Create invite codes for teammates to join instantly.| Code | Role | Invited By | Created | Expires | Uses | Status | Actions |
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Opportunity Rules
Choose how many open deals a contact can hold at once.Line of Business
Control the options reps can select when logging deals.Activity Library
Define the activities reps can log when moving deals forward.Pipeline Table
CSV-style grid · toggle phases and sort any column| LOB | Phase | Name | Title | Phone | Company | Value | Notes | Activities | Volume | Actions |
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