The Pipelines structure can be created and defined in Administration > Pipelines if you have administrative rights, describe the pipe stages and set the probability. Continue reading about how to create pipelines.
How to understand the pipe view
A Pipeline defines the step-by-step journey from a Lead to a Won assignment, encompassing all the stages within the sales process.
To move a project between stages in the pipe you can drag and drop in the pipe view;
Note! You set up the pipeline structure with steps and probability.
By hovering over the i-icon, you see project details.
Project details
The amount of roles
Sales responsible
Current event
To move a project to a different pipeline, open the project and click the edit option in the top-right corner to update the pipeline.
The steps
To see more information about each step in the Pipe feature, simply hover your mouse over the pipeline headlines to get additional information.
At each step of the project, there is information available about the estimated values. If this information is added to the "Estimated Value" field, it will be included in the calculations for the weighted value. The weighted value is calculated by multiplying the total estimated value by the probability percentage for the pipeline or the actual project. If you specify a probability for a project, it will be incorporated into the value calculation at this step.
The information that is shown
The describing text can be used in Pipe through Administration, such as checklists, instructions to the seller of what needs to be met in this step, and what qualifies a project for the next step in the pipeline.
A summary of the estimated values and the weighted values put in the projects.
A graphic feature based on the estimated value of the projects. Salesmen can use this to understand what assignment is the most valuable. If you have given an expected completion date you will see this on the assignment card to the left. If this date is passed it will show in red to show that actions need to be taken. To the right in the card, you will see when the project was last updated or changed which will give you a heads up on assignments that haven't been managed in a while.
Use shortcuts to improve efficiency in pipe view 🚀
When working in the pipe view you can click on the three dots at the project and choose to add an event, edit, edit tags, duplicate, change customer, move role dates and remove without going into the project page.
