Here we take a look at some of the key variables that change the way behave.
We do not encourage you to change any variables without consultation with your WorkBook implementation consultant.
SCENARIO:
WHICH VARIABLES WILL IMPACT THIS:
https://help.workbook.net/knowledgebase/setting-pipeline-html/
There are different system variables that you need to consider when setting up pipeline management.
679 – Lead to opportunity break percentage. When a lead becomes an opportunity.
803 – Default setting. If active the system will create a new pipeline when creating a prospect
902 – When enabled, lost description on a pipeline is required
962 – If active, this enables using payment plans on pipelines, which replaces the even distribution across month allocation
982 – Option to add a follow-up activity after x days
1038 – Options for automatically creating tasks when creating prospect or pipeline
1039 – When enabled, pipeline hours will be moved to job when converting
1050 – Option for 12 month summary forecast calculation
1105 – Input the job number to receive time entries made against pipelines
1106 – When enabled, all time entries move to job when converting from pipeline
A note on the above variables 679 & 962 are reference in an article on pipeline imports -so we shoudl include them here.
NUMBER | OPTIONS | FUNCTIONALITY |
|---|---|---|
Company Variable | ||
System Variable | ||
System Variable |