NOTE: To watch an updated training video explaining the Pipeline, click here.
In this article you will learn:
What is the relationship between Opportunity & Activity?
What does each colour represent against the opportunity tile mean?
How to edit an opportunities activity from the Pipeline
What is the relationship between Opportunity & Activity?
An important aspect of Trail to note is how activities tie together multiple areas of the software. In this article, we will be delving into how opportunities are managed specifically on your Pipeline. Activities can also be managed per Profile, or by using the Activities tab 👍
What does each colour represent against the opportunity tile mean?
Having a current activity for each Opportunity is very important in ensuring your client's application stays on track and doesn't get left behind.
Because of this, each Opportunity tile in your Pipelines has a colour next to it to represent it's activity status. These colours appear as a bar beside each Opportunity tile.
The are four colours that represent an activity status for an Opportunity:
Red: There is an activity associated with this Opportunity which is overdue.
Yellow: There is currently no activity set for this Opportunity. We recommend setting one in order to maintain good workflow.
Green: You have an activity associated with this Opportunity which is due today.
Grey: All activities for this Opportunity are not due until after today.
These conditions dictate the order that opportunities are displayed within their stages:
Red it at the top
Then Green
Then Yellow
Finally, the Grey
The purpose of this is to always show you your most important, actionable Opportunities first 👍
BEST PRACTICE ✨ Your pipelines should show a majority of Green and Grey if you are keeping up with all activities in your Trail environment. Seeing Red or Yellow tiles should be an exception.
How to edit an opportunities activity from the Pipeline
To create, edit, or complete an activity from the Pipeline, simply click the Opportunity tile, and click on the activity status.
From here, you can edit the activity or mark it as 'Done'.
Clicking on the activity status for an Opportunity with no activity set (a yellow bar) will allow you to easily create one directly from your Pipeline to stay on top of your tasks.
