How to Use the CRM Pipeline Workflow

This article will cover the overview of the Pipeline screen in CRM. It will highlight the overall workflow process. For specifics about the workflow stages, creating, and working in an Opportunity please see the linked articles highlighted throughout this one.

 

Salesperson View

Sales persons that access the CRM app will be able to view their currently active, won, and lost opportunities.

salesperson_pipeline.png

1. Filter Opportunities
Filter the listed opportunities by customer or opportunity name.

 Tip: To filter by store select the Settings icon settings_icon.png and select which stores to include.

2. Pipeline Stages
The stages of the CRM process.
  • To Do: All created Opportunities begin here.
  • Contact: Opportunities move to this stage when contact has been made with the customer.
  • Products: Add and share products with the customer from this stage.
  • Measure: Assign and estimator and create appointments for estimation.
  • Quote: Create and share quotes for approval.
  • Won: All won opportunities from the last 30 days.
  • Lost: All lost opportunities from the last 30 days.
3. Create Opportunity
Create a new opportunity from an existing or new customer.
4. Number of Opportunities
Total number of opportunities in progress.
5. Potential Sales
Total in potential sales earnings based on all opportunities in progress.
6. Refresh
Update opportunity stage changes and status indicators.
Admin/Manager View

An administrator or manager that accesses the CRM app will be able to view all active, won, and lost opportunities for their company.

admin_or_manager_pipeline.png

1. Filter Opportunities
Filter the listed opportunities by customer or opportunity name. Further refine by selecting which salespersons to include. More than one salesperson can be selected.

 Tip: To filter by store select the Settings icon settings_icon.png and select which stores to include.

2. Pipeline Stages
The stages of the CRM process.
  • To Do: All created Opportunities begin here.
  • Contact: Opportunities move to this stage when contact has been made with the customer.
  • Products: Add and share products with the customer from this stage.
  • Measure: Assign and estimator and create appointments for estimation.
  • Quote: Create and share quotes for approval.
  • Won: All won opportunities from the last 30 days.
  • Lost: All lost opportunities from the last 30 days.
3. Create Opportunity
Create a new opportunity from an existing or new customer.
4. Number of Opportunities
Total number of opportunities in progress.
5. Potential Sales
Total in potential sales earnings based on all opportunities in progress.
6. Refresh
Update opportunity stage changes and status indicators.
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