Pipeline
It is a dashboard that allows the unfinished, ongoing opportunities in the Pipeline system to be followed on a single page. Thanks to the Pipeline, many transactions related to open opportunities can be easily performed on a single board.
*Note: Only active deals can be tracked on Pipeline. In order to list all opportunities, the "Switch to List View" button must be pressed.*
In Pipeline, each column represents a state of the opportunity. The relevant opportunity tile can be moved between columns by holding and dragging. Thus, the status of the opportunity will be changed. These statuses can also be viewed and changed on the opportunity detail page.
The percentages next to the Column/Status names are determined by the user. These percentage indicate the percent probability of winning the opportunity while it is in the relevant column/state.
Adding New Opportunity
You can add opportunities by clicking the "Add New" button on the main menu.
Main Menu > Opportunity > Add New
You can add a new opportunity by going to the "Pipeline" page where the opportunities are listed.
Main Menu > Sales Process > Opportunity > Add New Opportunity
*Note: While you are translating the lead, you can add an opportunity via the translation form.*
Listing Added Opportunities
To list the opportunities you've added:
Main Menu > Sales Process > Opportunity
Note: Each opportunity is tied to one "Pipeline". Make sure the Pipeline it's connected to is selected so that the opportunity you've added can be displayed.
opportunity.png
Note: If you have added Opportunity "Won" or "Lost", only the list will be displayed in view. To switch to list view:
Main Menu > Sales Process > Opportunity > List View
Filtering:
By making selections from the "Select User" and "Select Team" boxes on the Pipeline, filtering can be done according to the opportunity owner or the team to which the opportunity is affiliated.
Opportunity Detail Page
All information related to the Opportunity is available on the Opportunity detail page.
- Reaching Opportunity Details:
By clicking on Opportunity Title, Opportunity detail is reached.
Main Menu > Opportunity > Pipeline > Opportunity Title
Account Detail Page
All information related to the account is on the Account detail page.
- Reaching Account Details:
Account details are accessed by clicking on Account Name.
Main menu > Opportunity > Pipeline > Account Name
Operations That Can be Done Via Pipeline
The following operations can be performed without the need to go into the details of the opportunity.
Note:The user who created the opportunity is called "Opportunity Owner" and has the authority to perform the following actions for the opportunity on the Pipeline:*
Viewing
Editing
Deletion
Cloning
Labeling
Archiving
Authorization
Transfer
*Note: Users in the same team can view, edit and delete opportunities created by different people within the team.*
More info about Authorization->
View the Opportunity
🔒 The user must be on the same team as "Opportunity owner" or " Opportunity owner " for this operation. If any of these conditions are not met, authorization must be requested from the Opportunity owner.
To view the opportunity detail, follow the steps below:
Main Menu > Sales Process > Opportunity > Opportunity Detail
Edit the Opportunity
🔒 The user must be on the same team as " Opportunity owner " or " Opportunity owner " for this operation.
Edit the relevant Opportunity from the Pipeline page:
Main Menu > Sales Process > Opportunity > Edit
Delete Opportunity
🔒 The user must be on the same team as "Opportunity owner" or "Opportunity owner" for this operation.
Deleting the relevant Opportunity from the Pipeline page:
Main Menu > Sales Process > Opportunity > Delete
Clone Opportunity
🔒 The user must be on the same team as "Opportunity owner" or "Opportunity owner" for this operation.
Cloning the relevant Opportunity from the Pipeline page:
Main Menu > Sales Process > Opportunity > Clone
Authorize Users in Different Teams on the Opportunity
🔒 The user must be "Opportunity owner" for this operation.
Authorize the relevant Opportunity from the Pipeline page:
Main Menu > Sales Process > Opportunity > Authorize
The Opportunity Owner can authorize users in different teams to:
Viewing
Deletion
Editing
Labeling
Following
Transfer the Opportunity
🔒 The user must be "Opportunity owner" for this operation.
Transfer the relevant Opportunity from the Pipeline page:
Main Menu > Sales Process > Opportunity > Transfer
The Opportunity Owner can transfer the Opportunity he has created to another user. The user who performs the transfer transfers the right to perform the following transactions to the user to whom he transferred the Opportunity:
Viewing
Editing
Deletion
Cloning
Labeling
Archiving
Authorization
Transfer
*Note: During the transfer process, the user must request an "Access Authorization" on the Opportunity he transferred. Otherwise, the user who transferred the Opportunity after the transfer process will lose his view.*
Pipeline Operations
New pipelines can be added, updated or deleted on previously added pipelines from the settings page.
Fields in the Pipeline Addition Form:
Name: refers to the Pipeline name.
Steps: Each column name in the Pipeline also denotes opportunity statuses.
Percentage: Indicates the percentage of the probability of winning when the opportunity is in the relevant column.
Main Menu > Settings > Module Settings > Opportunity > Sales Process > Add New
Pipeline editing:
Main Menu > Settings > Module Settings > Opportunity > Sales Process > Pipeline Name > Edit
Pipeline deletion:
Main Menu > Settings > Module Settings > Opportunity > Sales Process > Pipeline Name > Edit > Remove
Pipeline authorization:
In this section, which users or teams will see the pipeline and their authorization levels are determined.
Main Menu > Settings > Module Settings > Opportunity > Sales Process > Pipeline Name > Edit > Authorize