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How to Use The Pipeline Views

Overview

This tutorial explains how to use the pipelines views.

How to Create or Edit a Pipeline?

This tutorial assumes you have already created pipelines. If you need help understanding how to create a pipeline then click on the following link.

Click here for a tutorial on how to create and edit pipelines

What Resources Can Be Assigned A Pipeline

The pipeline view is used to view the active pipeline stage of resources. The following resources support having a pipeline assigned to them:

Clients, Events/Sessions/Appointments, Invoices, Ordered Items, Projects, Tasks, and Jobs

What is a Pipeline View

The pipeline view is used to view the active pipeline stage of all the resources regardless of the pipeline.

How to View a Pipeline in a Column Format

If you want to view an individual pipeline in a column format then you would need to use the Individual Pipeline View.

Click here for a tutorial to view all the resources associated with a pipeline in a column format.

How to Mark a Pipeline Stage as Completed

To mark a pipeline stage as completed and have it automatically move to the next pipeline stage all you would need to do is click the Mark Completed button. Once you have marked a pipeline stage as completed it will automatically switch to the next pipeline stage.

How to Skip a Pipeline Stage

If you would like to skip that pipeline stage you can click on the arrow to the right of the "Mark Completed" button and select the Skip Stage drop down menu button. Once you have skipped a pipeline stage it will automatically switch to the next pipeline stage.

Overview Pipeline View (Coming Soon)

The overview pipeline view shows all of the resources that have a pipeline assigned to them.

Client Pipeline View

The client pipeline view shows a list of clients, prospective clients, or leads based on their current pipeline status. Typically this is used to view the status of leads but it can be used to track the status of any clients. 

To access the client pipeline view do the following:

  • Click on the Clients component
  • Click on the Client Tracking tab
  • Click on the All Client Pipelines

Event Pipeline View

The event pipeline view shows a list of sessions, events or appointments based on their current pipeline status. 

To access the event pipeline view do the following:

  • Click on the Calendar component
  • Click on the Session Tracking tab
  • Click on the All Session Pipeline

Invoice Pipeline View

The invoice pipeline view shows a list of invoices based on their current pipeline status. 

To access the invoice pipeline view do the following:

  • Click on the Point of Sale component
  • Click on the Order Tracking tab
  • Click on the All Invoice Pipeline

Project Pipeline View

The project pipeline view shows a list of projects based on their current pipeline status. 

To access the project pipeline view do the following:

  • Click on the Projects component
  • Click on the Projects tab
  • Click on the All Project Pipeline

Task Pipeline View

The task pipeline view shows a list of tasks  based on their current pipeline status. 

To access the task pipeline view do the following:

  • Click on the Projects component
  • Click on the Tasks tab
  • Click on the All Task Pipeline

Job Pipeline View

The job pipeline view shows a list of jobs based on their current pipeline status. 

To access the job pipeline view do the following:

  • Click on the Projects component
  • Click on the Jobs tab
  • Click on the All Job Pipeline