Pipelines

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...

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...

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 ...

Reported Issue: Pipeline Automations are not working as expected on all opportunities. Resolution: The most common reason pipeline automations may not apply to an opportunity is that the pipeline stage automation(s) were added/changed after the opportunity had already entered into the pipeline stage. By design, pipeline automations are run/associated with an opportunit...

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...