Opportunity pipelines

DMF 090161 ADMINISTRATOR SETUP PIPELINE

Opportunity pipelines are set up to define the different stages and the specific order for these stages.

An opportunity pipeline gathers opportunities that belong to the same type of business. Each pipeline contains different sales stages, set up according to the specific needs and business processes of each company.

These sales stages are used to make the opportunity progress: when an opportunity is created, it is added to the stage specified when creating the opportunity, or to the first sales stage that is set up. Once the first stage of the sales process is completed, the sales person can move the opportunity to the next stage, and so on until all stages have been completed or the opportunity has been won. At any time, if an opportunity does not meet the required criteria, the sales person can mark this opportunity as lost.

Example

A software editor launches a new range of softwares. The company creates a pipeline named NEWPRODUCT and defines the following stages:

  1. Classification
  2. Demonstration
  3. Quotation
  4. Negotiations
  5. Pending signature

Note

A pipeline can be created in the ***** company so it can be accessed by users from all companies. However, on the Sales Portal and the old CRM module, users can only see opportunities from companies on which they are partitioned.

Pipelines are set up from the Setup screen, in General setup > Sales > Pipeline. The Result pipeline screen displays the list of all existing pipelines.

To create a pipeline:

1 In the results screen, click on in the action bar.

The Pipeline screen opens.

2 Specify the following fields:
Field Description
Code

Specify a code to identify the pipeline. This code must be unique.
Label Give a name to the pipeline.
End date

If needed, specify a validity end date. After this date has passed, the pipeline can no longer be used.
DMF

Condition to access the pipeline with a DMF.

If you specify a DMF for a pipeline, only the users with this DMF will be able to access and modify this pipeline.
By default

When this option is checked, the pipeline will be used by default.

The pipeline by default will be automatically specified when creating an opportunity or a quotation and will also be displayed by default in the Pipeline and Quotations menus of the Sales Portal or in the old CRM.

Note

There can only be one default pipeline.
Stages template

If you want to define the opportunity stages from a stages template, select the desired template from the help list. The stages set up in the template are automatically added to the pipeline. The stages cannot be modified manually from the pipeline since they must be modified from the stages template record sheet.

Note

If a pipeline has opportunities, the stages template can no longer be modified nor deleted.

Reference

For more information about stages templates, refer to Opportunity stages templates.
Selection of default stage

Select the default pipeline stage

The help list displays all stages added in the Stage table.

If the default stage is specified, this stage will be specified automatically in the relevant field when creating a new opportunity:

  • In the Sales Portal > Sales > Opportunities;
  • In the old CRM > Opportunities;
  • In the Desktop Application > Management > Sales > Opportunities, after specifying the pipeline.
Stage

Select a stage from the help list. Repeat the process to add all the desired stages. Stages are listed one after the other in the table.

To change the order, select a stage in the table and use the and arrows. To remove a stage from the table, select it then click on .
3 Save the pipeline.

The pipeline is created and can be used to create opportunities. Update the results screen to display the new pipeline in the list.

To modify a pipeline, open the record sheet of the desired pipeline and click on in the action bar.

To delete a pipeline, open the record sheet of the desired pipeline, click on in the action bar then confirm the deletion.