Estimate Sales Pipeline

Estimate Sales Pipeline #

The estimate sales pipeline is an optional feature that can be enabled in settings:  estimate settings->Enable Sales Pipeline.

Sales pipeline Status Page #

There is now a dropdown under estimates on the main left hand menu. From the dropdown select sales pipeline status.

Adding Statuses #

Select “new status” at the top right hand side of the page. You will be taken to the status creation page. Chose a name and colour. Lastly select if the status will be considered as won, lost , or neutral(default) and submit.

Sales pipeline Column #

The sales pipeline column needs to be added to the estimate page table. From the top right action menu select Column Display. Check off sales pipeline status and save to enable.

To change the placement of the column on the page Select “change fields Order” and drag the column to the desired placement.

Powered by BetterDocs

Not found