The Pipeline screen is made up of 5 lists and the individual client cards.
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.
Overview of the client cards
The value of provisonal sales and confirmed sales are displayed at the top of the screen
To clear all client cards from a list
Click the Clear List(s) button
Select the lists to clear from the dropdown > Click Clear.
Sort 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 dropdown box and choosing an option.
Switch between pipelines
You can switch between pipelines by clicking the dropdown box and selecting another pipeline from the list.
To Add a client to the pipeline
To add a client > Click the +plus sign in the list header > Enter the client’s name in the search box > Select the client > Click Add.
Note - Clients can also be added to a pipeline from the client details tab and from a list on the clients screen.
Delete a client from the pipeline
To delete a client > Click the bin icon on the client card > Click Remove to confirm.
More information on pipelines
Pipeline settings click here
Full overview of sales pipelines click here
Actions play an important part in using pipelines.
For more information on actions click here