In WorkBook new business activity can be tracked via the CRM module and pipelines are used to track and forecast these new business opportunities.
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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 a system administrator during implementation.
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REVIEW/MANAGE A PIPELINE
Go to pipelines to see the list of current opportunities based on 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 |
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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 them here (dimensions are setup and managed via settings > dimensions > dimension setup) |
Pipeline budget share | Log the budget share percentages between employees on a pipeline |
Pipeline partner settings | Log the detailsof a supplieryou have partnered with on the opportunity |
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 | |
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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