The Pipelines Screen
The Pipeline screen is made up of 5 lists and the individual client cards.
The lists
These represent each stage of your sales funnel. From prospect to making the sale. The client cards are moved from list to list are they progress through your sales funnel.
The total number of client cards in the pipeline is displayed top left next to the pipeline name.
The number of client cards on each list appears next to the list header.
The individual client cards
Sales overview
The value of provisional sales and confirmed sales are displayed at the top of the screen.
How to clear all client cards from a list
Step 1 - Click the Clear List(s) button.
Step 2 - Select the lists to clear from the drop-down > Click Clear.
How to sort the order of client cards
You can sort the order of the client cards on the pipeline, based on Company Name or Action Due Date, by clicking on the Sort Order drop-down box and choosing an option.
How to switch between pipelines
You can switch between pipelines by clicking the drop-down box and selecting another pipeline from the list.
How to add a client to the pipeline
Step 1 - To add a client > Click the +plus sign in the list header.
Step 2 - Enter the client’s name in the search box.
Step 3 - Select the client.
Step 4 - Click Add.
Note - Clients can also be added to a pipeline from the client details tab and from a list on the clients screen.
How to delete a client from the pipeline
Step 1 - To delete a client > Click the bin icon on the client card.
Sep 2 - Click Remove to confirm.
More information on pipelines
Full overview of sales pipelines click here
Actions
Actions play an important part in using pipelines.
