Content Comparison

We do not encourage you to change any variables without consultation with your WorkBook implementation consultant.

https://help.workbook.net/knowledgebase/setting-pipeline-html/

There are different system variables that you need to consider when setting up pipeline management.

679 – Lead to opportunity break percentage. When a lead becomes an opportunity.

803 – Default setting. If active the system will create a new pipeline when creating a prospect

902 – When enabled, lost description on a pipeline is required

962 – If active, this enables using payment plans on pipelines, which replaces the even distribution across month allocation

982 – Option to add a follow-up activity after x days

1038 – Options for automatically creating tasks when creating prospect or pipeline

1039 – When enabled, pipeline hours will be moved to job when converting

1050 – Option for 12 month summary forecast calculation

1105 – Input the job number to receive time entries made against pipelines

1106 – When enabled, all time entries move to job when converting from pipeline