Pipelines displays all pipelines according to your filter settings. From here you can create a new pipeline, review and manage existing pipelines, and create contacts and activities.
ON THIS PAGE YOU WILL FIND: |
|---|
PIPELINE NAVIGATION
NUMBER | FUNCTIONALITY |
1 | Create new pipeline |
2 | Duplicate existing pipeline |
3 | Use the filter to condense the pipeline list, i.e. Filter by prospect; pipeline status; employee responsible; or a specific date range etc |
4 | The show/hide prospect card opens an additional window at the bottom of your screen showing prospect and contact information for the selected 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 pipeline log, activities and conversations. |
5 | 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. |
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: Default 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 setup in your system.
Responsible: The person responsible for the pipeline. This will default to your name.
Name: Give the pipeline a recognizable name.
If dimensions have been ‘Enabled on pipeline’ or ‘Required on Pipeline’ (in Settings > Dimension setup), continue to the ‘Dimensions’ tab and enter the required values from the available options in the dropdown fields.
Click OK
A pipeline has now been created, but you will need to complete additional details as below.
Click the ‘Show/hide pipeline card’ icon
and in ‘Pipeline details’ tab complete the additional fields:Active: This will default to active and can be unchecked when the opportunity is inactive.
*Rating: Select from the available options, i.e. New Lead; Pitch; Existing customer - new work etc.
*Status: Select from the available options. Each status is aligned to a probability which in turn weights the value of the opportunity for the purposes of forecasting.
Stage (locked): This field is locked and will update automatically when the Status is changed.
Start date: Date you expect the opportunity to commence.
Months: Expected duration of the job start to finish, i.e. 3 months.
Probability: Will update automatically to align with Status. You can also update the value manually as required.
Net revenue: Total value of the work less purchases.
Expected NR (locked): This field is locked and will update automatically = Net revenue * Probability
Expected monthly NR (locked): This field is locked and will update automatically = Expected NR / Months
Gross revenue: Total value of the work including purchases.
Comments: Free text field to add notes.
*Ratings and Statuses are unique to your system and are usually setup by your Consultant or Systems Administrator during implementation. For more information, please see CRM > Settings > CRM setup.
REVIEW/MANAGE A PIPELINE
Go to Pipelines to see the list of current opportunities based on the filter settings.
Select the pipeline you want to update, click Show/hide pipeline card
icon to review details and update fields as necessary.
CONVERT PIPELINE TO A JOB
Pipelines can be converted to a job either when the sale has been realised, or when the opportunity has progressed to a certain point and you need to create a timeline or price quote.
Go to Pipelines > select pipeline from the list > click Show/hide pipeline card
icon > go to Convert pipeline to job tab
Select Convert pipeline to job
icon and click Yes
WorkBook will create a new job in status Quotation.
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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