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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, a pipeline from the list and click show/hide pipeline card
icon to review details and update fields accordingly as the opportunity progresses. Pipeline details:
Pipeline resource activities: view, create and delete activities against the pipeline
Pipeline log: see the pipeline log for all updates made to the selected pipeline
Pipeline dimensions: view and update the pipeline dimensions
Pipeline budget share:
Pipeline partner settings:
Convert pipeline to a job:
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