The Pipeline module serves as your central hub for viewing and managing all the pipelines your organization has created.
This tool helps track progress toward your revenue goals by providing detailed insights into each pipeline.
Viewing Pipeline Details
Step 1: Access the Pipeline Listing
When you open the Pipeline module, you'll find a comprehensive list of all pipelines crafted by users across your organization. This list helps you quickly see what's in progress and what each pipeline aims to achieve.
Step 2: Explore a Specific Pipeline
Interested in the details of a particular pipeline? Click on the pipeline's listing. This action will open a page where you can dive into the specifics of that pipeline, giving you insight into how close you are to reaching your Revenue Goal.
Understanding the Pipeline Interface
Forecasting and Patterns Tabs
Once you're viewing a pipeline, you'll notice two main tabs:
Forecasting: This tab provides projections and estimations to help you predict future performance and outcomes.
Intent: Intent Data helps track users' behavior, including the frequency of visits and domain association with CRM platforms, to gauge their interest in a product or service.
Creating a New Pipeline
Feeling inspired to start a new project? Click the 'New Pipeline' button. This user-friendly feature will guide you through setting up a new pipeline from scratch.
Managing Pipelines
Editing a Pipeline
Need to make changes?
Look for the editing icon next to the pipeline you wish to update.
Clicking the kebab icon allows you to modify the details of the pipeline to ensure it remains up-to-date with your latest objectives.
Deleting a Pipeline
A pipeline can be removed from the listing if it is no longer needed.
Click the deletion icon for the pipeline you want to remove. A prompt will ask you to confirm the deletion, ensuring you don't accidentally erase essential data.
A prompt will ask you to confirm the deletion, ensuring you don't accidentally erase essential data.
The Pipeline module is a powerful feature designed to streamline your organization's project management and strategic planning efforts.
By familiarizing yourself with its functionalities, you can effectively monitor progress, make informed decisions, and drive your organization closer to its revenue goals.