The pipelines sub-menu displays all pipelines according to your filter settings. From here you can create a new pipeline , and review and manage the details of existing pipelines and , .
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PIPELINE NAVIGATION
NUMBER | FUNCTIONALITY |
1 | Create new pipeline |
2 | Duplicate existing pipeline |
3 | Use the filter to condense the client pipeline list, i.e. Only show resources with active pipelines or view according to person responsible. 2Filter by prospect; pipeline status; employee responsible; or a specific date range etc |
4 | The show/hide prospect card opens an additional window at the bottom of your screen showing client prospect and contact information and pipelines for the selected client. |
3 | Add and view contacts. |
4 | View pipelines against selected client. |
5 | Create a new, duplicate or remove a pipeline. |
6 | Open Pipeline card to see and edit details of pipeline. pipeline, from here you can create new contacts, update the active/inactive status of a contact, merge and move contacts. Additional tabs also allow you to access pipeline log, activities and conversations. |
5 | Show/hide pipeline card opens an additional window to the right of your screen showing the pipeline details, as well as additional tabs to access related pipeline information including: resource activities, logs, dimensions, budget share, partner settings, covert pipeline to a job, mark pipeline as lost, emails, documents, and conversations. |
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CREATE A PIPELINE
To create a pipeline, go to > Clients & Prospects list > select client from the list > click the Show/hide prospect card > Click the Create new pipeline icon
In the Create new pipeline pop-up:
· Select or add new client contact name (optional)
· Check Currency is NZD
· Assign yourself or the person responsible
· Give the pipeline a name
Click on the Pipeline dimensions tab:
· _CRM: Job Status: Select the relevant value
· _CRM: Sales Decision: Select N/A
· _CRM: Sales/Opportunity Type: Select N/A
· _CRM: Source: Select N/A
· Division: Select DARKHORSE – Auckland
Click OK
In the Pipeline details pop-up complete the following fields:
· Active: Ensure this is checked
· First transaction date: Date you expect the opportunity to commence
· Months: Expected duration of the job start to finish
· Net revenue: Value of work less costs
· Gross revenue: You can add a value here for reference, however please note that only the Net revenue value will be used in forecasts
· Status: Should be kept updated inline with the opportunity progressing
· Stage: Note: This field is locked and will update automatically when the Status is changed
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