CRM > Convert Pipeline to a Job

In WorkBook new business opportunities can be tracked, managed and forecast via CRM pipelines. Pipelines can be converted to a job when the sale has been confirmed, or when the opportunity has progressed to a certain point and you need to create a timeline or price quote.

CONVERT PIPELINE TO A JOB

• 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

Open

• Jobs can only be created against clients, so if the pipeline has been created against a prospect, in a pop-up WorkBook will first ask you if you would like to ‘convert it to a client, or show a list and select an existing sales client for the job'?

  • Click convert to update the prospect to a client record, OR

  • Click show list to see a list of existing sales clients to add the job to instead

Open

• You will be asked to confirm ‘are you sure you want to convert pipeline to a job’, click yes

• WorkBook will create a new job in status Quotation, and a placeholder price quote for the full net revenue amount. When you are ready to estimate the job, delete the placeholder line item and continue to create the price quote as per steps in Price Quotes > Create a Price Quote.

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