Assigning a Pipeline to Estimates/Jobs
A Pipeline and State can be assigned to Estimates/Jobs in the Pipeline & State section in the header of the Estimate/Job. If you have a pipeline set as 'default' for estimates or jobs, the pipeline will auto-matically be assigned at the time of creating the estimate/job.
The Pipeline and State can be adjusted in the header of the estimate/job at any time. You can even set whether you would like the oppotunity added to the top or bottom of your pipeline board.
Assigning Value to an Estimate or Job in the Pipeline
Within every Estimate / Job, you have the ability to Assign Value to it simply by adding line items and pricing. This value is a great way to indicate the 'juicy' Orders. An Estimate/Job's value is factored into the total value and weighted/win percentage value of the Pipeline that the Order/Job is assigned to.
An Estimate/Job's value is factored into the total value and weighted/win percentage value of the Pipeline the Order/Job is assigned to. See example below from our Pipelines Board page.
Once your Estimate/Job has been assigned to a Pipeline, you can then view and manage its progression through the Pipeline on the Pipeline Board.
To Learn More about Pipelines, Click Here!