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/switch-pipeline.md.
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      • Switch pipelines without leaving the board

      Clicking Opportunities in the CRM menu opens the last pipeline you visited in this account. To go to another pipeline, click the current pipeline's name, to the left of the search box in the board toolbar, and pick the destination from the list.

      This works for every role that can see pipelines. An Attendant only sees the pipelines they are part of.

      Switch pipelines

      1. In the CRM menu, open Opportunities.
      2. In the board toolbar, click the button showing the current pipeline name, to the left of the search box. The open pipeline shows a check mark.
      3. Click the pipeline you want to go to. Its board opens in the same place.

      If your pipelines are organized in groups, the list is split by group, with ungrouped pipelines under No group at the end. With four or more pipelines, a Search pipeline... field shows at the top of the list — with three or fewer the whole list fits at a glance.

      See all pipelines side by side

      The picker shows names only. To compare pipelines, click See all pipelines at the bottom of the picker list. It opens the pipelines list: one card per pipeline, with a thumbnail of its stages, the pipeline value, the conversion rate, the attendants and the last activity.

      From the list you can:

      • Search pipeline... by name, and filter by group when pipelines are grouped.
      • Click a card to open that pipeline's board.
      • Use the card's ⋯ menu to Open pipeline, Edit pipeline or Delete — the last two only as an Owner or Admin.
      • Click the sparkle icon on a card to see the pipeline's AI insights.

      An Attendant sees only the pipelines they belong to, without the management actions. The View pipelines button on the Opportunities Overview and the Opportunities item in the path at the top of the board (above the columns) open the same list.

      Create and configure from the picker

      An Owner or Admin sees two more actions at the bottom of the list, below See all pipelines:

      • New pipeline opens the same creation flow described in Build your first pipeline: from scratch or from a template.
      • Configure this pipeline opens the settings of the pipeline you have open — the same modal as General settings in the toolbar's gear.

      Which pipeline opens when you click Opportunities

      • The last one you visited in this account, in this browser.
      • The first time, or if the last one was deleted, the first pipeline in your list opens.
      • With no pipeline in the account, the screen shows You don't have any pipeline yet with the New pipeline button.

      The memory is per account: if you work in more than one workspace, each one goes back to its own pipeline.

      If it didn't work

      • Opportunities opened a different pipeline than expected → it is the last one you visited in this browser. Switch with the picker; from then on, that one is remembered.
      • A pipeline is missing from the list → your role cannot see that pipeline. An Attendant only sees pipelines they were added to; ask an Admin to include you.
      • New pipeline and Configure this pipeline are missing at the bottom → your role does not manage pipelines. See what to do without permission.