Creating a New Pipeline: A Step-by-Step Guide
Creating a new pipeline in your platform can significantly enhance your workflow and data management. This guide is designed to help you navigate the process quickly, ensuring you can set up your pipeline efficiently.
Step 1: Access the Pipelines Module
Navigate to the Pipelines module in the navigation bar to view and manage your pipelines.
Step 2: Initiate a New Pipeline
Click the New Pipeline button located at the top right corner of the Pipelines listing page to start creating a new pipeline.
Step 3: Name Your Pipeline
Enter a descriptive name for your pipeline to facilitate easy identification in the future.
Step 4: Associate CRM Channel
By default, the name of the associated CRM Channel will populate automatically to streamline the setup process.
Step 5: Configure Funnel Stages
Enter a display name for each funnel stage.
Select your Funnel Stage.
Create relationships between stages; the formula field will be computed automatically.
Modify levels as needed and delete stages if necessary (except the first stage).
Drag and drop stages to reorder them using the three vertical lines next to the display name.
Update the attached formula field accordingly when changing levels.
Delete any stage except the first stage.
Click the Add Stage icon to add new stages to the pipeline computation.
Note that the pipeline computation is based on revenue, and this field is hardcoded.
Step 6: Map the Pipeline
The system will select the object based on the funnel stages chosen during mapping.
Select the respective field value for the system-chosen object.
Step 7: Define Eligible Values
Values: Values are unique and vary based on the object selected on the pipeline creation page.
Users must select values to determine the forecasting fields.
Only the selected values will be included in the chosen fields' calculations.
Step 8: Set Revenue Target
Enter your revenue goal (required)
Goal Duration: Choose between two frequencies: This Month and This Quarter.
Historical Date Range: Select between the Last 12 Months and the same period last year to compare the revenue goal with the chosen historical data.
Step 9: Finalize and Calculate
Click Calculate to apply all configurations and generate your forecast.
Following these steps, you'll create a new pipeline tailored to your needs. This guide is intended to make the process as straightforward as possible.