Pipelines

  • What are Pipelines, Pipeline Stages and Opportunities?

    Overview This article includes definitions for pipeline terms, examples for pipeline use cases, and planning guidelines to help define a pipeline process. To view information about Pipeline Administration, Pipeline Permissions, and UI Changes, click here. To view information about how to edit or create a pipeline, click here. To view information about how to use a pipel...

  • How to Create/Edit a Pipeline

    Overview The following article explains how to setup and manage pipelines within SS&E. To view pipeline definitions and planning considerations, click here. To view pipeline UI changes and security setup, click here.  Prerequisites Only users with "Can Manage Pipelines" enabled in Role Administration will have access to create and manage/edit pipelines in Pipelines a...

  • How to Use Pipelines

    Pipelines Prerequisites In order to view a specific pipeline, users must have at least one security role included in the "Roles that can view" setting assigned on the Pipeline Details tab in Pipelines Administration. In order to add, move or edit opportunities within a specific pipeline, users must have at least one security role included in the "Roles that can manage ...

  • Why are Pipeline Automations not working?

    Reported Issue: Pipeline Automations are not working as expected on all opportunities. Resolution: The reason that pipeline automations are not working on all opportunities is most likely because the pipeline stage automation(s) was added after some opportunities had already entered the pipeline stage. By design, pipeline automations are run/associated with an opportun...

  • Pipeline Reporting

    Pipeline Yield Reporting Analytics In order to understand a pipeline's effectiveness, the stage conversion rates and stage durations provide insight into the "yield" of each pipeline process. The following metrics are automatically populated for each pipeline: All Stage Conversion Widget Any Stage Conversion Widget Stage Duration Widget Pipeline Widgets display metri...