Contents

Steps for configuring the sales pipeline.

 
 

1. Go to the Customers module.

 
Click on basic:icon-ico-customers
 
 

2. Click on ‘Opportunities’ from the left menu.

 
Click on  Opportunities…
 
 

3. Select the board you wish to configure the pipeline.

 
Click on  Union NJ - Fundraiser…
 
 

4. Click on the options menu (three dots) located at the top right.
 

Click on Open demo menu
 
 

5. Scroll to the bottom, where you’ll find the “Manage Visuals” section. Click on “Manage Age Visuals” from there.

 
Click on Manage Age Visuals
 
 

6. Visuals provide an easy way of identifying things on the opportunity cards. Initially, age visuals are provided by default. To add a new one, simply click on ‘Add Age Visual’.

Note: Subsequent ages have to be greater than the previous age.

 
Click on  Age Visuals…
 
Click on  Add Age Visual
 
 

7. Enter the age visual label and the corresponding age.

 
Click on Label…
 
 

8. To modify the visual label image, click on the emoji, choose one from the assortment of emojis, and then click on ‘Done’.

 
Click on button
 
Click on  Manage Visuals…
 
 

9. Click on the options menu(3 dots), and then from the manage visuals section click on ‘Manage Amount Visuals’.

 
Click on Manage Amount Visuals
 
 

10. Initially, age visuals are provided by default. To add a new one, simply click on ‘Add Age Visual’.

Note: Subsequent amounts have to be greater than the previous amount. 

 
Click on  Amount Visuals…
 
Click on  Add Amount Visual
 
 

11. Enter the label and corresponding amount for the amount visual and then click on ‘Done’. To change the image of the label, follow the same process as the age visual.

 
Click on Label…
 
 

12. Click on the options menu(3 dots), and then from the other options section click on ‘Manage Labels’.

 
Click on Manage Labels
 
 

13. Labels can be set by the businesses per opportunity board. Labels help businesses uniquely tag the opportunities for visual differentiation. By default, seven labels are provided by the system.

 
Click on  Add Labels…
 
 

14. To create a new label, enter the label name, select the color, and then click on the checkmark icon next to the label name.

 
Click on Create A New Label…
 
Click on button
 
 

15. Click on the options menu(3 dots), and then from the other options section click on ‘Manage Lanes’.

 
Click on Manage Lanes
 
 

16. Swim lanes for the opportunity cards can be configured from the ‘Manage Lanes’. 

Note: Total win percentage should be 100% among the lanes.
 
Click on  Manage Lanes…
 
 

17. Click on the options menu(3 dots), and then from the other options section click on ‘Setup Priority’.

 
Click on Setup Priority
 
 

18. Priorities help the teams to tackle the opportunities, By default, six priorities are set per board. You can create a new priority by clicking on ‘Add New Priority’.

 
Click on scope-of-work
 
Click on icon add
 
 

19. Enter the priority name and change the emoticons for visual differentiation.

 
Click on Name
 
 

20. Click on the ‘Alias’ Tab to configure the productivity quadrant setup. The new Badge setup helps the business users to identify newly created opportunities on the board. Upon completion of the configuration, click on ‘Done’.

 
Click on Alias
 
Click on Alias

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