Purpose: Pipelines, often called workflows, make it easy to track and measure sales opportunities, client projects, and other internal funnels with fully-customizable pipelines

TABLE OF CONTENTS

• Pipelines Overview
• Key Features
  • Add a Pipeline
  • Edit a Custom Object
  • Delete a Custom Object

Pipelines Overview

Each Pipeline or Workflow has stages and entities.

Stages are the individual steps in an overall process. For example, a sales pipeline could be: new lead, qualify lead, present, close deal. A project management pipeline could be: initiation, planning, execution, monitoring, and closure.

Entities could be sales opportunities, projects, clients, or something else. Entities can be associated with contacts or other Custom Objects. This will show all communication that has previously occurred and allow you to quickly see the entire cycle at a glance. Entity Cards are easily dragged and dropped through the Pipeline to keep their stages accurate. 

For even more organization, log activities from Entities.

Key Features

Add a Pipeline

1. Click Data from the top menu bar

2. Click Custom Objects

3. Select New Object

4. Enter the Object Name

Note: This will be what the overall pipeline is called

5. Enter the Entity Name

Note: Also known as Record Name, this is what individual entities will be called on the pipeline

Example: if the object name is "Incoming Sales Pipeline" the entity name might be called "Deal." If the object name is "Project Pipeline" the entity name might be called "Task"

6. Choose Object Type: Workflow/Pipeline

7. Choose Where to Include the object

Select Make Default on Activities to associate with logged or schedule activities.

8. Add Related Objects

This feature allows you to associate contacts or other Custom Objects with the pipeline and entities.

Select Share Timeline to show timeline updates for the related object.

9. Record Customization

Use the   to hide any items you do not want to show when you click into the Entity Card.

10. Select General Customization

Enable Track Entity $ Value and Include % Chance to Close toggles.

11. Add Stages

Stage Status: Typically used in Sales Processes, you can update the status to Open, Won, Lost, or Disqualified if they apply to your process.

    11.1 If a stage with "Lost" status is added, "Reason(s) Lost" custom field is added automatically

    11.2 If a stage with "Disqualified" status is added, "Reason(s) Disqualified" custom field is added automatically

12. Save

Edit a Custom Object

1. Click Data from the top menu bar

2. Click Custom Objects

3. Select the Custom Object you would like to edit

4. Click the "..."  and select Edit Object Settings

5. Edit the necessary fields 

6. Click Save

Delete a Custom Object

1. Select Data from the top menu bar

2. Select Custom Objects 

3. Find the Custom Object you would like to delete

4. Click "..." and hit Delete