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ON THIS PAGE YOU WILL FIND: | ||||||
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PIPELINE NAVIGATION
NUMBER | FUNCTIONALITY |
1 | Create new pipeline |
2 | Duplicate existing pipeline |
3 | Use the filter to condense the pipeline list, i.e. Filter 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 prospect and contact information for the selected 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 the 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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PIPELINE CARD
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CREATE A PIPELINE
To create a pipeline, go to > Pipelines > click Create new pipeline
icon and in the pop-up complete the following fields:Resource: Select a Client or Prospect from the list.
Contact: Select an exisiting contact name or click the
icon to ‘Create new contact’.Company: Defaults to your company (but if you have access to multiple companies you can select the relevant company here).
Currency: Select the correct currency for the opportunity. Options will reflect the currencies that are set-up in your system.
Responsible: The person responsible for the pipeline. This will default to your name.
Name: Give the pipeline a recognisable name.
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*Ratings and Statuses 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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REVIEW/MANAGE A PIPELINE
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 the opportunity progresses.
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CONVERT PIPELINE TO A JOB
Pipelines can be converted to a job either when the sale has been realised, or when the opportunity has progressed to a certain point and you need to create a timeline or price quote.
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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
If the opportunity is not going to progress, you will want to mark the pipeline as lost and include information with the reason.
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*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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