Pipeline
This guide walks through each screen in the Pipeline menu of the CRM module: Leads, Import Leads, Lead Settings, Opportunities, Pipeline Board, Pipelines, Quotes, Price Books, Quote Approvals, Contracts, Renewals, Clause Library, Forecast, Win / Loss Analysis, Sales Forecast, Quotas, Pipeline Analytics.
Leads
Where to find itCRM → Pipeline → Leads → Leads
Detailed steps for this screen are being generated from the running application.
Import Leads
Where to find itCRM → Pipeline → Leads → Import Leads
Detailed steps for this screen are being generated from the running application.
Lead Settings
Where to find itCRM → Pipeline → Leads → Lead Settings
Detailed steps for this screen are being generated from the running application.
Opportunities
Where to find itCRM → Pipeline → Opportunities → Opportunities
Detailed steps for this screen are being generated from the running application.
Pipeline Board
Where to find itCRM → Pipeline → Opportunities → Pipeline Board
Detailed steps for this screen are being generated from the running application.
Pipelines
Where to find itCRM → Pipeline → Opportunities → Pipelines
Detailed steps for this screen are being generated from the running application.
Quotes
Where to find itCRM → Pipeline → Quotes & Pricing → Quotes
Detailed steps for this screen are being generated from the running application.
Price Books
Where to find itCRM → Pipeline → Quotes & Pricing → Price Books
Detailed steps for this screen are being generated from the running application.
Quote Approvals
Where to find itCRM → Pipeline → Quotes & Pricing → Quote Approvals
Detailed steps for this screen are being generated from the running application.
Contracts
Where to find itCRM → Pipeline → Contracts → Contracts
Detailed steps for this screen are being generated from the running application.
Renewals
Where to find itCRM → Pipeline → Contracts → Renewals
Detailed steps for this screen are being generated from the running application.
Clause Library
Where to find itCRM → Pipeline → Contracts → Clause Library
Detailed steps for this screen are being generated from the running application.
Forecast
Where to find itCRM → Pipeline → Analysis → Forecast
Detailed steps for this screen are being generated from the running application.
Win / Loss Analysis
Where to find itCRM → Pipeline → Analysis → Win / Loss Analysis
Detailed steps for this screen are being generated from the running application.
Sales Forecast
Where to find itCRM → Pipeline → Analysis → Sales Forecast
Detailed steps for this screen are being generated from the running application.
Quotas
Where to find itCRM → Pipeline → Analysis → Quotas
Detailed steps for this screen are being generated from the running application.
Pipeline Analytics
Where to find itCRM → Pipeline → Analysis → Pipeline Analytics
Detailed steps for this screen are being generated from the running application.