The pipeline gives every possible engagement a clear stage, value, confidence level, and expected close date. Use it to decide what needs attention and keep promising work from disappearing into scattered notes.
Create an opportunity
Select New opportunity.
Add a descriptive name, connect a client or prospect when one is known, and optionally assign one or more owners.
Choose the current stage, value, billing frequency, expected close date, and confidence.
Select Create opportunity, then continue working in its right-side workspace.
Each stage shows both the number of opportunities and their total value.
Choose board or table view
Board is best for visually moving work through stages and seeing the shape of the pipeline.
Table is best for sorting, selecting multiple opportunities, grouping, and comparing fields.
Your view and visible-field choices are saved for your account. In table view, group by stage, open/won/lost status, client, confidence, close month, billing frequency, or lead source.
The table opens with Next action in ascending order so overdue and nearest follow-up work is easiest to find. The column shows the to-do itself and its timing, not just a date. Opportunities without a dated action sort after dated work.
Pipeline tables and cards omit the year for current-year dates and show it for earlier or later years. This keeps active work easy to scan without making an older opportunity look current.
Find the right opportunities
Search by opportunity or related context, then filter by assigned owner, archive state, stage, client, confidence, next action, or expected close date. Choose Me for your opportunities or Unassigned for work that still needs an owner. The Next action filter finds overdue work, actions due today or in the next seven days, unscheduled actions, and opportunities with no next action. Close-date options include Closing this month, Next 30 days, Past expected close, and No expected close date; these windows apply to open opportunities. Select a stage summary at the top to use that stage as a quick filter. Use Fields to control the details shown on both cards and table rows.
Work the next action from the pipeline
Open opportunity cards show the next incomplete to-do in a dedicated action strip. Select its checkbox to complete it without opening the opportunity. If a card says No next action, open the opportunity and add the concrete follow-up that will move the sale forward. Closed opportunities suppress leftover to-dos so completed sales do not create false urgency.
Save a pipeline view
Arrange the pipeline for a repeatable workflow, then open Active pipeline and select Save current view. A saved view remembers filters, board or table mode, grouping, visible fields, and table sort. Search text stays temporary and is not included.
You can make one view your default, share a link to the selected view, and return to the menu to save changes, reset, rename, or delete it. Moxie keeps your current view when you navigate elsewhere and return during the same session; a full reload opens your default. Pipeline views are personal to your Moxie user.
Pro Tip: bookmark a pipeline view
Each selected saved view has its own URL. Select the view you want, then bookmark the page in your browser to return to Sales Pipeline with that view already selected. Because pipeline views are personal, use the bookmark while signed in to the Moxie account that created the view.
Use bulk actions carefully
In table view, select several opportunities to move them to a stage, archive them, export them to CSV, or delete them. Deletion is permanent and also removes the opportunity's notes, to-dos, and activity links.
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