A pipeline represents the stages an opportunity progresses through on its path to a successful sale. It provides a structured view of each significant step, helping visualize and manage opportunities effectively.
View Setting
➡️ Profile icon > Settings > Opportunities > Pipelines > View
All exisiting Pipelines will be shown here.
Adding a New Pipeline
➡️ Click Add New Pipeline.
Enter Pipeline Name.
Click Save.
The Sales Starter Plan includes one default pipeline with no add or edit.
Setting Up Stages
➡️ Click Set Up Stages.
Define stages based on the type of work.
Allocate a color to each stage for easy reference.
Set Rotting Days to highlight opportunities idle beyond this time frame.
Click Save.
Add at least two stages to each pipeline for better structure.
After Acceptance Tracking
This setting extends the pipeline to manage stages that occur after an opportunity is marked as won. This addition is designed to capture the crucial post-sale phases, ensuring that the process doesn’t stop at simply closing the deal. Instead, it allows for tracking various statuses such as pending finance approval, administrative checks, or project scheduling until the job officially begins. By incorporating these steps, the pipeline gives a more accurate and complete picture of each opportunity's progress, facilitating better forecasting and resource allocation.
➡️ Click Set Up Stages.
Choose After Acceptance Tracking.
Select from available tracking options:
Pending Finance Approval: Marks opportunities with finance options pending approval.
Deposit Unpaid: Highlights accepted opportunities where the deposit is yet unpaid.
Unscheduled Jobs: Marks jobs awaiting scheduling after deposit payment.
Click Save to confirm your selections.
These selected options will appear in the Opportunities tab, showing an extended pipeline view.
Activating a Pipeline
➡️ Click Edit > Check Active to enable the pipeline > Click Save.
Activating a pipeline ensures its visibility for opportunities.
Managing Pipelines
Editing a Pipeline
➡️ Click Edit next to the pipeline > Amend > Click Save.
Deleting a Pipeline
If a Pipeline is unused you can delete it.
➡️ Click Delete > Type delete to confirm > Click Delete.
Archiving a Pipeline
If the Pipeline has been used you will be able to archive it. Archiving keeps historical data intact without displaying the pipeline in active views.
➡️ Click Delete next to the pipeline > Type archive to confirm > Click Archive.