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Go to pipelines to see the list of current opportunities based on the your 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:
TAB | DESCRIPTION |
|---|---|
Pipeline details |
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Update fields as required, see create new pipeline instructions above |
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Pipeline resource activities |
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View, create and delete activities against the pipeline |
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Pipeline log |
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See the pipeline log for all updates made to the selected pipeline |
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Pipeline dimensions |
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If dimensions are enabled and required on pipelines you can view and update them here (dimensions are setup and managed via settings > dimensions > dimension setup) |
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Pipeline budget share |
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Log the budget share percentages between employees on a pipeline |
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Pipeline partner settings |
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Log the detailsof a supplieryou have partnered with on the opportunity |
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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 |
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If the pipeline opportunity is not going to progress, you will mark the pipeline as lost and include information as to the reason |
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Emails |
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Importedemails that have been saved against the pipeline can be viewed here |
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Documents |
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Upload a document against the pipeline record or create a new document from a template |
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Pipeline conversation |
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Start a new conversation and view past conversations with other employees here |
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