For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/contacts/go-to-opportunity-pipeline.md.
  • English

      • Find out which pipeline an opportunity is in and go to it

      With the opportunity open, the pipeline name shows when you hover the stage bar, and the options menu (⋮) in the top-right corner has Go to pipeline, which opens the board of that opportunity's pipeline.

      This works everywhere the opportunity opens: in the panel over the pipeline, on the opportunity page opened from its direct link, or on the contact profile.

      See the pipeline without leaving the opportunity

      Hover any stage in the stage bar, right below the opportunity name. The tooltip shows the stage name, the pipeline it belongs to, and how long the opportunity has spent there.

      Go to the pipeline

      1. Open the opportunity — from its card in the pipeline, its direct link, or the contact profile.
      2. In the top-right corner of the panel, click the options menu (⋮).
      3. Click Go to pipeline.

      You land on the pipeline board with the opportunity collapsed — its panel closes so the whole board is visible. To reopen it, click its card on the board.

      If it didn't work

      • Go to pipeline doesn't show in the menu → the opportunity isn't in a pipeline yet. This can happen with opportunities just created by an integration; open the pipeline from the list in Contacts & Sales → Pipelines.