Pipeline Management

Configurable Workflow
The Pipeline app supports the configuration of customizable and automated opportunities processing flows. Configure opportunity progression; user roles involved in opportunity processing; notification options for sending emails and SMS; and task completion and condition rules.
Opportunity
Manage future sales opportunities with the Opportunities app. Create opportunity profiles and track every stage of the opportunity pipeline, instantly moving opportunity stages with a progress bar. In an opportunity profile, organize anticipated revenue by adding revenue expectation dates and deal closing dates. Add details about prospective sales, such as adding multiple products and services; anticipated revenue from each item; cost to business; and identify revenue type (one-time or recurring), in order to forecast total revenue to be earned from the opportunity.
Quotes
Quickly convert successful opportunities into quotes for customers. The opportunity-to-quote process is streamlined to be user-friendly and time-efficient. All quotes created from an opportunity link you to the opportunity profile and vice-versa, allowing you to easily access relevant information.
Related Items
Directly create quotes from an opportunity and easily associate related items for quick access. Related Items can include an order, project, quote, another opportunity and contract.
Summary
View a summary of forecasted revenue, including revenue forecast by currency; recurrence; and opportunity stage. Filter the summary view by several attributes such as stage; currency; account manager and group by customer or stage to gain valuable insight into profit earnings, fruitful opportunities and areas that need improvement.
Notes
Create and view notes for each opportunity, with relevant documents/attachments, centralizing the information and making it easier to share across your organization. For each note, you can restrict access to selected users. Notes can be archived instead of deleted, ensuring no information is lost. Notes can be archived instead of deleted, ensuring no information is lost.
To Do’s
Create and manage context-aware to-dos and set reminders that automatically navigate to the opportunity when a user is reminded of an opportunity task. Update and track the progress status of each to-do. Update and track the progress status of each to-do. This feature allows users to save time and stay organized.
Tasks
Manage opportunities with automated or manual task assignment. Track opportunity progress for all completed and active tasks.
Search/Filter
Quickly search and find required opportunities. Use powerful filtering to quickly narrow down required information. Save your favorite searches for quick access in the future. Restrict access to customer opportunity profiles based on specific sales teams and account managers.
Export
Effortlessly export opportunity profile information including opportunity statuses; quantities; revenues; and costs. Save as a zip folder on any device and extract files as needed.