Pipelines
Pipelines allow you to design workflows for your pursuits and prospects.
Contents
Pipeline Page
Pipelines consist of stages containing pursuits.
On the pipeline page, you can search for pipelines by name or create a new one.
- Owner – Creator of the pipeline.
- Updated – Date of the last pipeline update.
- Pursuits – Number of pursuits in the pipeline.
- Description – Brief overview of the pipeline.
- Tag – Optional identifier displayed above the pipeline name.
- Name - Link to access the pipeline for details.
In a Pipeline
A pipeline includes four default stages:
- Triage - Default holding stage for pursuits.
- Won - Successfully bid opportunities.
- Lost - Unsuccessful bid opportunities.
- Abandoned - Opportunities not pursued.
The Won, Lost, and Abandoned stages display a color-coded percentage based on the number of pursuits within them:
- Won: Green
- Lost: Red
- Abandoned: Gray