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Go to Pipelines > select pipeline from the list > click Show/hide pipeline card
icon > go to Convert pipeline to job tab
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Select > select Convert pipeline to job
icon and click Yes
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WorkBook will create a new job in status Quotation.
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Go to the Jobs List > select the job > open the Job properties sidebar > go to the Basic settings tab > check dates are correct and update the Job/Event Type to the relevant team
Go to the Dimensions tab > update First use city value to Auckland, New Zealand
When the pipeline is created against a Prospect, before converting to a job, WorkBook will ask
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Jobs can only be created against Clients, so if the pipeline has been created against a Prospect, in a pop-up WorkBook will first ask you if you would like to ‘convert it to a client, or show a list and select an existing sales client for the job'?
Click convert to update the Prospect to a Client record, OR
Click show list to see a list of existing sales clients to add the job to instead
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| Info |
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If the pipeline has been created against a Client, you will skip the above step. |
You will be asked to confirm ‘you want to convert pipeline to job’, click Yes
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WorkBook will create a new job in status Quotation, and a placeholder price quote for the full net revenue amount.
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MARK PIPELINE A LOST
Add instructions here
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