What are 'Pipelines'?

Pipelines allow you to set and track the progression of your Leads and Orders/Jobs within the system.  Our Pipelines will help you to easily see where your opportunities lie, including their value, and can even help you track the workflow (the various stages) of your jobs. 

Check out the articles below to learn everything 'Pipelines'

1. Pipeline Builder - How to Create Pipelines

What are Pipelines & How to create and edit your Lead and Order/Job Pipelines? What is the difference between a Lead and Order/Job pipeline?  
Click Here to Learn More!

2. How to Assign Pipelines to Leads

How do I assign Pipelines and States to Leads? How do you add dollar value to Lead Pipelines? Click Here to Learn More!

3. Pipelines - How to Assign Pipelines to Orders/Jobs

A Pipeline and State can be assigned to Orders/Jobs from within the specific Order/Job.  The Pipeline Settings will always be located under the Manage tab of the order.  Click Here to Learn More!

4. Pipelines - The Pipeline Board

What is the Pipeline Board? How can I view and manage my Pipelines? How do I drag and drop? How do I filter the Pipeline Board?  Click Here to Learn More!

5. Pipelines - Order Pipeline Report

Running the Order Pipeline report can be very helpful when you want to view of capture the results of the Order-based opportunities that exist in your Order-based Pipelines.  Click Here to Learn More!

6. Pipelines - Lead Pipeline Report

Running the Lead Pipeline report can be very helpful when you want to view of capture the results of the Lead-based opportunities that exist in your Lead-based Pipelines.   Click Here to Learn More!

If you have any questions related to Pipelines, please send us a chat!


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