Pipelines in Cinode represent the structured process from a Lead to a Won assignment, outlining each stage of your sales journey. They help visualise your projects' progression and provide actionable insights at each step.
Unlike traditional list views, the Pipe view displays projects as individual cards, allowing for an intuitive, visual representation of each project's current status within the sales process.
Navigating the Pipe View
The pipe view allows you to visualise and manage project progress with a drag-and-drop interface.
Key Features
Drag and Drop: Move projects between stages easily.
Project Details (i-icon): Hover over the “i” icon on a project card to view:
Number of roles
Sales responsible
Current event
Step Insights: Hover over pipeline headers to view step-specific descriptions, such as requirements or tips for moving forward.
Estimated and Weighted Values:
If an Estimated Value is entered, it contributes to the Weighted Value.
Weighted Value = Estimated Value × Probability (either pipeline-defined or project-specific).
Viewing Additional Information
Each project card includes:
Estimated Value Summary: Visual indicators based on project value to help prioritise high-value assignments.
Expected Completion Date: Displayed on the left side of the card. Overdue dates appear in red.
Last Updated Timestamp: Shown on the right side of the card, highlighting inactive projects.
Editing a Project’s Pipeline
To move a project to a different pipeline:
Open the project.
Click the Edit button (top-right corner).
Update the pipeline as needed.
Time-Saving Shortcuts 🚀
In pipe view, click the three dots on a project card to:
Add an event
Edit project details
Manage tags
Duplicate the project
Change customer
Adjust role dates
Remove the project
These actions can be performed without opening the full project page, streamlining your workflow.