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.
Pipeline Views
There are two ways to view opportunities in the pipeline. Once is in a grid view , this is the default, the other is in a list view
. Tap the corresponding button in the upper right of the screen to change the view.
Sales persons that access the CRM app will be able to view their currently active, won, and lost opportunities.
The Status Bar
In the top right of the screen is the status bar. Alerts and general information about the pipeline, along with a refresh button, is located here.
A. The Chat Icon
Tapping the Chat icon will open the chat sidebar. All recent chats for all opportunities will show here. They can also be filtered by unread chats only.
B. The Notification Icon
Tapping the Notification icon will open the notification sidebar. All notifications pertaining to tasks, assignments, meetings, etc. will display here.
C. Opportunity Count
Total number of opportunities in progress.
D. Potential Sales
Total in potential sales earnings based on all opportunities in progress.
E. Refresh
Update opportunity stage changes and status indicators.
Filter Opportunities
The Salesperson view has three filters that can be used to sort opportunities that are viewed on the pipeline.
The first filter option allows you to search opportunities by customer name, opportunity ID number, phone number, and quote or order number.
The second filter option allows sorting opportunities by tags. These tags are maintained in RFMS Online Services.
The third filter option is a dropdown that allows you to view opportunities based on how long it has been since the opportunity has been updated.
Tip: To filter by store select the Settings icon and select which stores to include.
Pipeline Stages
While the names of the CRM stages are editable within RFMS Online Services, the basic function of these stages remain the same. These stages include:
- 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.
When an administrator or manager signs into the CRM app the view is largely the same as the Salesperson view. The difference is that an administrator or manager will be able to view ALL active, won, and lost opportunities for their company regardless of who they are assigned to.
An additional filter for assigned salesperson is also available.
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