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Go to pipelines to see the list of current opportunities based on the filter settings.
Select a pipeline from the list and click show/hide pipeline card
icon to review details and update accordingly as the opportunity progresses.
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The vertical tabs on the pipeline card include:
- Pipeline details: update fields as required, see create new pipeline instructions above
- 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: if dimensions are enabled and required on pipelines you can view and update the pipeline dimensions them here (dimensions are setup and managed via settings > dimensions > dimension setup)
- Pipeline budget share: used to log budget share percentages between employees on a pipeline
- Pipeline partner settings: used to log the detailsof a supplieryou have partnered with on the opportunity
- Convert pipeline to a job: once the pipeline is confirmed as a sale or when the opportunity has progressed to the point that you need to create a timeline or price quote you will convert it to a job
- Pipeline lost information: if the pipeline opportunity is not going to progress, you will mark the pipeline as lost and include information as to the reason
- Emails: importedemails that have been saved against the pipeline can be viewed here
- Documents: upload a document against the pipeline record or create a new document from a template
- Pipeline conversation: start a new conversation and view past conversations with other employees here
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