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DESCRIPTION

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

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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