In this article you will learn:

  • What is the pipeline?

  • How to move opportunities across into different Pipeline stages

  • How to bookmark a Pipeline stage

What is the pipeline?

The Pipeline is a useful way to see all the opportunities that you are currently working on. However, if you are an assistant, or you are an adviser with an assistant, you may only focus on a specific part of your Pipeline, while your adviser/assistant focuses on another part.

How to move opportunities across into different Pipeline stages:

To view further Stages in your Pipeline, simply click and drag on the grey background below the Pipeline Stages and the clients within (this can be seen in the red area in the screenshot below). This will allow you to move to other parts of the Pipeline.

How to bookmark a Pipeline stage:

To make this easier, Trail allows you to bookmark a Pipeline Stage, so you can focus on what's most important to you. Bookmarking a Stage in a Pipeline means that Stage will be the the first Stage you see. For example, if your assistant is mostly involved with the first part of the application process, and you do most of the work in the second part, then bookmarking a Stage halfway down the Pipeline means that you can instantly see the information that is most important to you.

  1. Go to the pipeline where you would like to add the bookmark

  2. Find the stage you would like to bookmark

  3. Hover your mouse over the name of the stage

  4. Click the grey tab that appears - this will turn the tab blue and it will now be your bookmarked tab

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