Content Comparison

Pipeline Management: Lead to Opportunity Break Percentage

This variable allows agencies to set an automation on a pipeline status by setting a probability percentage that triggers the switch from Lead to Opportunity.

Pipeline Management: Create a Pipeline when creating a new Prospect

System variable 803 is used by agencies who wish to automatically create a pipeline when a new prospect is created.

Pipeline Management: Lost Description on a Pipeline

When selected, system variable 902 requires users to enter a description or reason when setting a pipeline as “lost”.

This is useful for gathering data on pipelines that are lost opportunities.

Pipeline Management: How Pipeline is Allocated to a Forecast

This system variable controls how pipelines are allocated to a forecast. When checked, it enables payment plans on pipelines, which will replace the default pipeline forecast allocation of even distribution across the months of the pipeline.

Activity Management: Automated Follow Up

System variable 982 allows you to set a number of days when a prompt should be sent to follow up on a CRM activity.

Forecast Calculation Method: 12 Month Summary Forecast

This variable is applicable only to the 12 month Summary Forecast. Here you can choose the method for the forecast calculation.

• Method 1 - Historical amounts (depending on SV 962) are evenly distributed over the remaining period of the pipeline/job.

• Method 2 - Historical amounts (depending on SV 962) are fixed, and will not be moved as the pipeline/job progresses. Invoice amounts are not deducted from the total value.