Within Teamwork CRM, there is default sorting applied to your lead and opportunity pipelines.
The lead and opportunity cards are ordered in each pipeline column by:
- Overdue activities (red)
- No activities scheduled (yellow)
- Activities due today (green)
- Activities due in the future (gray)
If multiple leads/opportunities in the column match one of those requirements, they are then further priortized by:
- Closest scheduled activity
- Closest expected close date
- Highest value
- Alphabetical by lead/opportunity title
For more information, see: Pipelines