Understanding Pipelines & Stages

Get to know your Pipelines, the stages and how to edit them

Angel Chessum avatar
Written by Angel Chessum
Updated over a week ago

Get to know the core Trail feature which is your Pipelines! This article serves as an overview on your Pipeline and in particular how its stages work to help you with your advice workflow!πŸ‘

We'll be talking about Opportunities and Activities aswell which are closely linked to your Pipeline and work together as essential features in tracking progress with your clients in Trail.

In this article you will learn:

  • What is your Pipeline?

  • How Pipeline Stages work

  • Stage Settings

  • More on how to edit your Pipeline Stages

What is your Pipeline Trail?

The Pipeline is a core feature to Trail. Each Opportunity (or 'tile') on your Pipeline represents a client's advice process/application. You use your Pipeline to view all 'open'/ current Opportunities you are working on and track their progress.

Therefore Pipeline Stages represent the steps you take in your advice process from start to finish (e.g. from "New Lead" all the way to "Commission Received"):

You as an adviser or assistant can manage specific Stages of the Pipeline within your business. This means working together on Opportunities and handing over work between each other using Activities (or Notes/Comments within it) to collaborate.

Understanding Pipeline Stages

Pipeline Stages represent the state of progress your open Opportunities. The furthest from completion are in the left-most stages, and those nearing completion are towards the right.

At the top of each Stage, you will see:

  1. A Pipeline Stage Name - representing a step in your advice process

  2. A dollar amount ($) - representing the est. total value of all the opportunities inside it

  3. The number of opportunities inside that stage

  4. Stage settings - represented by the three dots, and more on this below:

Stage settings

Stage settings works with your Opportunity's connected Activities 'Due Date' to allow you to hide opportunities that are not currently actionable within a reasonable time-frame.

If you have too many Opportunities in a single stage of your Pipeline, this feature helps you view and prioritize the current, actionable ones. It works best when you have Activities connected to the Opportunities - more on connected Activities to Opportunities here.

You can access the stage settings by clicking the three dots in the top right of the stage:

Show opportunities actionable within:

This will hide any opportunities whose activities fall outside of the specified time frame, allowing you to focus on the opportunities which are relevant to your workflow.

Editing Pipeline Stages

Your Pipeline Stages can be renamed, re-organized into the order that suits your advice process! It can be revisited and tweaked if your processes change aswell.

For in-depth information, see this article on editing your organisation's Pipeline settings. The settings page relevant to this is found here:

Important Note: You'll need to have organisation admin enabled for your Trail account to adjust these settings which affect other users in your business!

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