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TAB | DESCRIPTION |
|---|---|
Pipeline details | Update fields as required, see create new pipeline instructions above |
Pipeline resource activities | View, create and delete activities against the pipeline |
Pipeline log | See the pipeline log for all updates made to the selected pipeline |
Pipeline dimensions | If dimensions are enabled and required on pipelines you can view and update them here (dimensions are setup and managed via settings > dimensions > dimension setup) |
Pipeline budget share | Log the budget share percentages between employees on a pipeline |
Pipeline partner settings | Log the detailsof a supplieryou have partnered with on the opportunity |
Once the pipeline is confirmed as a sale or when the opportunity has progressed to the point that you need to create a timeline or price quote you will convert it to a job | |
If the pipeline opportunity is not going to progress, you will mark the pipeline as lost and include information as to the reason | |
Emails | Importedemails that have been saved against the pipeline can be viewed here |
Documents | Upload a document against the pipeline record or create a new document from a template |
Pipeline conversation | Start a new conversation and view past conversations with other employees here |
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