Configuration → Pipeline


To perform all Pipeline related actions, click on ‘Configuration’ in the side menu and navigate to ‘Pipeline’.

Steps to update Team and Product of a Pipeline-

  • Click on the ‘Team’ or ‘Product’ button present below the Pipeline name in the Pipeline card. 
  • You can update the team by adding and removing from the Choose Team Mapping pop-up. Select the team and click on the Update button.
  • You can update the product by adding and removing from the Choose Product Mapping pop-up. Select the product and click on the Update button.


1. Choose the ‘Edit’ option

2. You can add another team or product to the pipeline by selecting from the Team or Product dropdown at the top right corner of the page.


You can add or delete stages to the pipeline on this page.

You can also add or delete tasks in specific stages of the pipeline.


Configure the playbook for the pipeline

The tool enables the capability of tracking the task-sales activities, and this playbook will assist managers in keeping track of how the sales teams are performing. The playbook allows product owner to design custom signals to each task.

If the playbook is defined for a task in which a decision maker leaves the organization while working with a sales associates, you can create signal record to make a call to the new decision maker.

 

To create a playbook for the task in the pipeline follow these steps:

  1. Click on the ‘Configure Playbook +’ icon.
  2. A verification question appears confirming ‘Do you have a different playbook for different activities in the pipeline?’ Choose the answer of your choice(‘No, I don’t’ or ‘Yes, I Have’).
    1. Yes, I have 

To create a play book, click on the Create New button

1.Enter the name of the playbook in the Define Playbook Name* field.

2. Click on the Continue button.

3. To finish creating your playbook, you need to create the signals or   upload signals

           To add new signal 

  1. To add individual signal, click on the Add New button and enter the signal name.
  2. To upload multiple signals collectively, click on the upload button.
  3. Once the signals are created in the playbook you can set trackers for the signals. 
  1. Click on the Submit button, to complete the playbook configuration steps.

 

 

 

  1. No, I do not have

 

 To create a play book 

1.Enter the name of the playbook in the Define Playbook Name* field.

2. Click on the submit button.

3. To finish creating your playbook, you need to create the signals or   upload signals

           To add new signal 

  1. To add individual signal, click on the Add New button and enter the signal name.
  2. To upload multiple signals collectively, click on the upload button.
  3. Once the signals are created in the playbook you can set trackers for the signals. 

 

  1. Click on the Submit button, to complete the playbook configuration steps.

 

 

Note: To configure the playbook, create at least one stage and each task must be configured.