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Managing your Pipeline

Learn how to change the view, move opportunities and bookmark stages in your Pipeline!

Kevin Buenconsejo avatar
Written by Kevin Buenconsejo
Updated this week

Managing your Pipeline is part of your everyday workflow in Trail. Keeping it up to date ensures you always have a clear view of where each opportunity sits in your advice process.

Changing the Pipeline View

Trail allows you to filter and toggle your Pipeline view so you can focus on what matters most.

1. Pipeline Type

For businesses offering multiple advice services (e.g. Insurance, KiwiSaver, Mortgages), you can switch between Pipeline Types such as:

  • Insurance Advice

  • Insurance Servicing
    ​

    This helps you view only the opportunities relevant to that area of advice.
    ​

    2. Assigned To (Opportunity Owner)

    You can filter opportunities by who they’re assigned to:

    • View all opportunities across your team, or

    • View opportunities assigned to a specific team member
      ​


    ​This is especially useful if you’re managing a team or collaborating with others.

    3. Activity Due Date

    You can also filter opportunities based on when their next activity is due:

    • Today

    • Within a week

    • All time

⚠️ Tip: If you don’t see all opportunities in a stage, make sure “All Time” is selected, as date filters can hide older or future-dated opportunities.

Moving Opportunities Across the Pipeline

Navigating the Pipeline Horizontally

To view additional Pipeline stages:

  • Click and drag the grey background beneath the Pipeline stages

  • This allows you to scroll left or right across the Pipeline

Ways to Move an Opportunity Between Stages

There are several ways an Opportunity can move through the Pipeline:

1. Drag and Drop (Most Common)

  • Click and hold the Opportunity card

  • Drag it into the desired Pipeline stage

  • Release to update the stage

This is the quickest way when managing your Pipeline page.

2. Automatic Movement via Automations

Trail’s Pipeline automations can move Opportunities automatically, for example:

  • When a client completes a Fact Find

  • When a Quick Form is sent

These automations can be managed and customised in your organisation’s Pipeline Settings.

3. Moving from the Client Profile

  • Open the client’s Profile

  • Click on the Opportunity tile to open the overview sidebar

Select a new Pipeline Stage from the list

Bookmarking a Pipeline stage

Trail allows you to bookmark a Pipeline Stage, so you can focus on the part of the advice process which is most important to you.

When you bookmark a Stage in your Pipeline it means that particular Stage will be the first you see when you come back to your Pipeline page.

For example, if your assistant is mostly involved with the first half of the advice process, and you do most of the work in the second half, then bookmarking a Stage halfway down the Pipeline (e.g. you manage Opportunities from "Application Submitted") means that you can instantly see the information that is most important to you whenever you jump onto your Pipeline page.

How to Bookmark

  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

Helpful Tips💡

  • Bookmarking is personal and does not affect other users

  • Automations may move Opportunities without manual action

  • Regularly reviewing your Pipeline helps keep data accurate and up to date

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