The pipelines sub-menu displays all pipelines according to your filter settings. From here menu is where you can create a new pipelinepipelines, review and manage the details of existing pipelines and ,
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ON THIS PAGE YOU WILL FIND:
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PIPELINE NAVIGATION
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NUMBER
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FUNCTIONALITY
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1
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Use the filter to condense the client list, i.e. Only show resources with active pipelines or view according to person responsible.
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2
, and create contacts and activities.
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PIPELINE NAVIGATION
To access pipelines go to CRM > pipelines here, the main grid displays a list of existing pipelines and details according to your filter settings and your grid column and grouping selections.
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NUMBER | FUNCTIONALITY |
1 | Create new pipeline |
2 | Copy selected pipeline |
3 | The show/hide prospect card opens an additional window at the bottom of your screen showing |
prospect and contact information |
for the selected |
3
Add and view contacts.
4
View pipelines against selected client.
5
Create a new, duplicate or remove a pipeline.
6
Open Pipeline card to see and edit details of pipeline.
CREATE A PIPELINE
To create a pipeline, go to > Clients & Prospects list > select client from the list > click the Show/hide prospect card > Click the Create new pipeline icon
In the Create new pipeline pop-up:
· Select or add new client contact name (optional)
· Check Currency is NZD
· Assign yourself or the person responsible
· Give the pipeline a name
Click on the Pipeline dimensions tab:
· _CRM: Job Status: Select the relevant value
· _CRM: Sales Decision: Select N/A
· _CRM: Sales/Opportunity Type: Select N/A
· _CRM: Source: Select N/A
· Division: Select DARKHORSE – Auckland
Click OK
In the Pipeline details pop-up complete the following fields:
· Active: Ensure this is checked
· First transaction date: Date you expect the opportunity to commence
· Months: Expected duration of the job start to finish
· Net revenue: Value of work less costs
· Gross revenue: You can add a value here for reference, however please note that only the Net revenue value will be used in forecasts
· Status: Should be kept updated inline with the opportunity progressing
· Stage: Note: This field is locked and will update automatically when the Status is changed
REVIEW/MANAGE A PIPELINE
Go to Pipelines to see a list of current opportunities.
Click on Show/hide pipeline card icon to review and edit Pipeline details, update fields as necessary.
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CONVERT PIPELINE TO A JOB
Go to Pipelines > select pipeline > click on Show/hide pipeline card icon > go to Convert pipeline to job tab
Select Convert pipeline to job icon
Click Yes
Go to the Jobs List > select the job > open the Job properties sidebar > go to the Basic settings tab > check dates are correct and update the Job/Event Type to the relevant team
Go to the Dimensions tab > update First use city value to Auckland, New Zealand
MARK PIPELINE A LOST
Add instructions here
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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. | |
4 | 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. |
5 | Use the filter to condense the pipeline list, i.e. filter by prospect; pipeline status; employee responsible; or a specific date range etc |
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