This article outlines how to create and manage a Pipeline. Your Pipelines are how you can segment your lead through your sales process.
To access your Pipelines select "Opportunities" from your main left-hand menu and select Pipelines from the above sub-menu
Creating a pipeline
Select blue "+ Create Pipeline" button
Update your Pipeline name and stages:
To add a new stage click the blue "+ Add Stage" text
To re-order your Pipeline stages, click the dots to the left of a stage and drag and drop to make changes
To delete a stage select the bin icon
Select the blue "Create" Button to save your new pipeline
Managing a pipeline
Select the pencil icon to edit a pipeline
Select the bin icon to delete a pipeline
Select the key icon to adjust User access to a pipeline
Share with all Users: select if all Users can only view, edit or have no access to the selected Pipeline.
Share with selected users: select which users can view or edit a pipeline
Exclude Specific Users: select which Users you would like to restrict from being able to view or edit a Pipeline
Note: Staff Members who are an Admin cannot have their Pipeline accessibility adjusted
Tracking the Sales Process
To toggle between your Pipelines within the Opportunity area, click the dropdown menu and select a pipeline
Customising Dashboard Reporting
Select the Edit icon for your chosen Pipeline
Toggle off any stages you do not wish to see in the Funnel Chart or Stage Distribution report of your Dashboard
To view your changes in the Dashboard page, scroll down to Funnel or Stage Distribution and select the drop down menu to toggle between your sales pipelines
