A Project pipeline is the same as your sales process. You can work with one or several pipes. A reason for working with several pipelines are to separate sales processes within different business areas, various locations or different stages within the sales process.
Creating a new Project pipeline requires that you have rights to the Administration function. You get this by the permission level CompanyAdmin. Read more about Permissions here
In the Administration function, there is a tab for Pipelines.
To create a Project pipeline:
1. Select "New Project pipeline."
2. Name your pipeline.
A five-step process will be created. By double click a stage, the stage will be possible to update and edit.
Edit name, set description and/or set a probability for that stage.
1) The name of the stage will be visible for the user.
2) The description of the stage will be visible when hoovering the stage in the pipe view within the Project function. The description will clarify for the user what this stage means or can be a list of activities to achieve in this stage.
3) The probability for you to win the deal in this stage. Is important to calculate a weighted estimated value for the stage and for calculation preliminary utilization rates.
Remove a stage by open it and select Remove
Add a new stage by Add stage. Use drag and drop to move stages within the pipe.