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Go to Pipelines to see the list of current opportunities based on the filter settings.
Select the pipeline you want to update, click Show/hide pipeline card
icon to review details and update fields accordingly as necessarythe opportunity progresses.
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CONVERT PIPELINE TO A JOB
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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. When ready to estimate the job, delete the placeholder line item and continue to create the price quote as per steps in Price Quotes.
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MARK PIPELINE A LOST
Add instructions here
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If the opportunity is not going to progress, you will want to mark the pipeline as lost and include information with the reason.
Go to Pipelines > select pipeline from the list > click Show/hide pipeline card
icon > go to Lost pipeline information tab. Enter the following information:*Reason: Select from the available options, i.e. Bad chemistry, Declined pitch, Lost to competitor, Price, other etc.
Competitor: Select from dropdown list or add new by clicking on the
icon.Description: Enter lost description.
Lost: The pipeline will be marked ‘NOT ACTIVE’ once this is checked.
*Pipeline lost reasons are unique to your system and are usually setup by your Consultant or Systems Administrator during implementation. For more information, please see CRM > Settings > CRM setup.
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