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PIPELINE NAVIGATION
CREATE A PIPELINE
To create a pipeline, go to > Clients & Prospects list > select client from the list > click the Show/hide prospect card > Click the Create new pipeline icon
In the Create new pipeline pop-up:
· Select or add new client contact name (optional)
· Check Currency is NZD
· Assign yourself or the person responsible
· Give the pipeline a name
Click on the Pipeline dimensions tab:
· _CRM: Job Status: Select the relevant value
· _CRM: Sales Decision: Select N/A
· _CRM: Sales/Opportunity Type: Select N/A
· _CRM: Source: Select N/A
· Division: Select DARKHORSE – Auckland
Click OK
In the Pipeline details pop-up complete the following fields:
· Active: Ensure this is checked
· First transaction date: Date you expect the opportunity to commence
· Months: Expected duration of the job start to finish
· Net revenue: Value of work less costs
· Gross revenue: You can add a value here for reference, however please note that only the Net revenue value will be used in forecasts
· Status: Should be kept updated inline with the opportunity progressing
· Stage: Note: This field is locked and will update automatically when the Status is changed
REVIEW/MANAGE A PIPELINE
Go to Pipelines to see a list of current opportunities.
Click on Show/hide pipeline card icon to review and edit Pipeline details, update fields as necessary.
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CONVERT PIPELINE TO A JOB
Go to Pipelines > select pipeline > click on Show/hide pipeline card icon > go to Convert pipeline to job tab
Select Convert pipeline to job icon
Click Yes
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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