Assigning a Pipeline 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. Note: Pipelines may need to be activated in your system - please contact support.
Select the Pipeline and State that you would like to add the Order/Job to and then click save.
Assigning Value to an Order in the Pipeline
Within every Order, you have the ability to Assign Value to it simply by adding line items and pricing on the Cart and Checkout menus. This value is a great way to indicate the 'juicy' Orders. An Order/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 Order/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 Order/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!