Navigating the Pipeline

Learn all about the Pipeline

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

1. Click ‘Pipeline’ in the top menu
2. This will bring up all of your Contracts and Opportunities at various stages including:
   – Open Opportunities: Records created which are either future opportunities or are still in the pricing stage.
   – Live Contracts: All currently-live contracts
   – Historic Contracts: Contracts which have exceeded their end dates
   – Lost Contracts: This will include contracts that were accepted and lost but also opportunities that were never won, and moved to a lost status.
   – Comms Exceptions: Included contracts where there is no opportunity type or no payment terms assigned so no Commission can be calculated
   – All: A view of all opportunities, regardless of status
3. You can search the Pipeline using the fields at the top to narrow down the results. If you’re uncertain of the status of a contract or opportunity, it might be easier to select the ‘All’ view prior to searching.