Pipelines and Prospect Sources

Overview Prospect Sources are used to determine how a prospect record was created and help explain how/where/when a prospect was first engaged with. Each prospect can only be associated with one prospect source. Every prospect source must be associated with one pre-defined category. If a prospect is associated with a prospect source, the prospect source will display on...

Overview Pipeline Automations allow institutions to apply automated actions to opportunities as they enter a specific pipeline stage. Note: Pipeline Automations are enabled via a feature flag in Institution Administration that is accessible only to Watermark users. To begin using Pipeline Automations, please reach out to your CSM to coordinate activation. Pipeline Aut...

Overview The following article describes: Where to create/manage pipelines and opportunity sources via Pipelines Administration and Opportunity Sources Administration. Where to set permissions for pipelines via Departmental App Administration, Person Types Administration, and Roles Administration. Where to view/use pipelines within SS&E via the Pipelines List Page, Pip...

Overview The purpose of this article is to help users create a new Pipeline. How to get started with Pipelines  1) Define which roles can edit and create pipelines in Role Administration. 2) Define the Pipeline. The following items are required in every pipeline: The Departmental App defines the specific app where the pipeline is used/can be viewed. The Entry Person Ty...