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2. User guide

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Theo Paraskevopoulos edited this page Feb 10, 2016 · 4 revisions

Opportunities

The board

When you first login to Pipeline, you see Opportunities laid out on Status boards. Each opportunity shows its Owner (Umbraco User), the related Contact or Organisation as well as its Pipeline value (Deal amount * probability of winning %). On the board you can:

  • Drag Opportunities to another Status or to reorder them
  • Inspect an Opportunity by clicking on its card
  • Click the Plus (+) to create new Opportunity without leaving the board

Managing Opportunities

You can explore Opportunities by Status using the tree. Once filtered by Status, you can:

  • Search Opportunities
  • Mass-move to another Status or Delete them
  • Open to view and edit its details

Editing an Opportunity

Open an Opportunity to view and edit its details, including:

  • Owner, linked Contact or Organisation
  • Value and probability
  • Anticipated completion date
  • Custom properties (see Customising Pipeline)
  • Timeline of Tasks and Notes

My tasks

In My Tasks you will find Tasks that are incomplete and assigned to the current user - you can mark them as Done straight on the Timeline. Note that tasks may be linked to an Opportunity, a Contact or an Organisation.

####Managing tasks and notes From any Timeline (Personal, Opportunity, a Contact or an Organisation), you can create Tasks or Notes by clicking on the Plus (+) icon:

  • Note or Task description
  • Action type (e.g. call or email)
  • If the entry is a Task, you can assign to a User and set a Deadline and Reminder
  • Attached Files from the Media area

Contacts

You can explore Contacts by Type using the tree. Once filtered by Type, you can:

  • Search Contacts
  • Mass-move to another Type or Delete them
  • Open to view and edit its details

Editing Contacts

Open a Contact to view and edit its details, including:

  • Name and contact information
  • One or more linked Organisations
  • Attached Files from the Media area
  • Custom properties (see Customising Pipeline)
  • Timeline of Tasks and Notes
  • Associated Opportunities

Organisations

You can explore Organisations by Type using the tree. Once filtered by Type, you can:

  • Search Organisations
  • Mass-move to another Type or Delete them
  • Open to view and edit its details

Editing Organisations

Open an Organisation to view and edit its details, including:

  • Name and contact information
  • One or more linked Contacts
  • Attached Files from the Media area
  • Custom properties (see Customising Pipeline)
  • Timeline of Tasks and Notes
  • Associated Opportunities

Recycle bin

Deleted items go into the Recycle bin first. You can restore deleted Opportunities, Contacts or Organisations, or delete them permanently.

Settings

Pipeline workflows and types are customisable in the Settings section. You can change:

  • Opportunity statuses
  • Contact and Organisation types
  • Choose whether to receive daily email digests or not (see Customising Pipeline)
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