A Pipeline is the process from a lead to a Won assignment. It contains of several steps which the assignments flows through.
The Pipelines are defined in Administration -> Pipelines
In each step there is information of the estimated value. If nothing is stated regarding value in the pipeline, the assignment isn't included in the total value. Next to the estimated value is the weighted value. This is the total estimated value times the probability in percent for the pipeline alternatively in the actual assignment. Specify a probability in an assignment and it will merge with the value in this step.
Get information of each of the steps in the Pipe feature by dragging the mouse over the headlines.
- the describing text which 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 an assignment to the next step in the pipeline.
- a summary of the estimated values and the weighted values put in the assignments.
- a graphic feature based on the estimated value on the assignment. Salesmen can use this to understand what assignment is the most valuable. If you have given an expected completion date you will see this in the assignment card to the left. If this date is past it will show in red to show that actions need to be taken. To the right in the card you will see when the assignment was last updated or changed which will give you a heads up on assignments that hasn't been managed in a while.