The pipelines menu is where you can create new pipelines, review and manage existing pipelines, and create contacts and activities.
ON THIS PAGE YOU WILL FIND: |
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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.
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 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 |
PIPELINE LOG
For compliance purposes, the pipeline log provides a record of all changes made to pipelines, including the item that was updated, the user who made the update, date and time, plus the old and new values.
To access the pipeline log go to CRM > pipeline log
Click the filter
icon to limit the list according to one or more fields including: resource, responsible, updated by, updated item and/or a specific date periodOpen the pipeline card to view current pipeline details
