Pipelines allow users to create a series of stages and activities that are associated with a deal that the person responsible for actioning the deal can follow.

1.0 Getting Started

2.0 Pipeline Stages

• 2.1 Adding a New Stage
• 2.2 Editing a Stage
• 2.3 Deleting a Stage
• 2.4 Notes about Stages

3.0 Pipeline Activities

• 3.1 Adding your first activity
  • 3.1.1 Activity Group
  • 3.1.2 Adding Multiple Activity Groups

   

• 3.2 Breakdown of the Pipeline Activity box
• 3.3 Activity Types

4.0 DONE/NOT DONE

• 4.1 Activity Types DONE/NOT DONE buttons
• 4.2 DONE/NOT DONE actions
  • 4.2.1.1 DONE Action: MARK DEAL AS
  • 4.2.1.2 DONE Action: GO TO
  • 4.2.1.3 DONE Action: OTHER

   

1.0 Getting Started

Prior to creating your pipeline make sure you have outlined the stages and what activities you want to be used in each stage. 

1. Click on the CRM option from the left-side menu and click on any of the options (Contacts, Companies, Deals or Activities)
2. From any of those screens click the more icon located in the top bar (to the right of Activities) and select Pipeline.
   
   This will open the Pipelines listing page.
3. Click on the green, + PIPELINE button. The button can be located in two different places. In the middle of the page if no Pipelines have been made yet or, on the Top-Right corner of the screen if you’ve already made a Pipeline.
4. You will be prompted with a popup where you can name the Pipeline.
   
   Note: You will not be able to put in the same name as another pipeline in your account
   
   
5. Click on SAVE

2.0 Pipeline Stages

Pipeline Stages consist of activities that must be complete in order to move the potential deal to the next stage.

When creating a new pipeline TIEIT will create the initial stage in the new pipeline for you.

In that initial stage, you have the options,

• Name the Stage (Mandatory)

  Note: What you type in the field that will update the First Stage text.

   

• Set a Stage color (Optional)
• Rot in Days (Optional): This will close the stage after a set number of days

Once you are done setting the initial stage click on SAVE

 

2.1 Adding a New Stage

TIP: We recommend adding all the stages in your pipeline first.

• To add a new stage you will need to click the + STAGE button located in the top left-hand corner.
• You will see the options to add the Stage Name, Color and Rot days again.

2.2 Editing a Stage

You have the ability to go back and update the Stage Name, Color or Rot Days for a stage.

• To edit a pipeline stage you can hover over the stage name and you will see the More Menu (3 vertical dots).
• Clicking on the 3 dots will show two icons over the stage name.
• Clicking the Pencil icon will  show the Stage Name, Stage Colour and Rot in days which you can then edit.
• Click on SAVE when you're done with your edits.

2.3 Deleting a Stage

You have the ability to go back and delete a stage.

• To delete a pipeline stage you can hover over the stage name and you will see the More Menu (3 vertical dots).
• Clicking on the 3 dots will show two icons over the stage name.
• Clicking the Trash can icon will show the CONFIRM DELETE popup on the screen.
  
• You can click YES and the Stage will no longer appear in the pipeline.

2.4 Notes about Stages

• You can save a pipeline with just stages.
• You can have as many stages as your process that you which to build out for your company.

3.0 Pipeline Activities

Now that you have your pipeline stages laid out it's time to start adding in activities that will show in deals when your pipeline is selected in a deal.

3.1 Adding your first activity

This is the screen you will see when you have a stage that is ready for its first activity.

• Clicking on the + ACTIVITY button will show the drop-down with the activities you can add in.
  
  The activities listed are the same as if you were adding a standalone activity in TIEIT but when added in the pipeline you can set what happens when an activity is marked as DONE or NOT DONE and what activity populates next.
• When you have selected one of the activities as the initial activity in a stage you will see the activity box on the screen.

NOTE: What you see in the activity box might appear different from Activity to Activity but most of the elements remain the same.

3.1.1 Activity Group

You can arrange your activities into Groups to help manage your activities in a Deal. When you add your first activity that gets put into an Activity Group and by default, the name appears as New Group

You have the ability to edit the name of the group by hovering over the tab, in the top right corner of the activity, and clicking the pencil icon.

3.1.2 Adding Multiple Groups

You can add multiple Activity Groups (without clicking DONE/NOT DONE or adding in a new activity)

In the bottom left corner of the edit pipeline screen click the + ACTIVITY GROUP and that will show you the activity options you can add.

NOTE: When activities are grouped together you have the option to mark the entire group as DONE or NOT DONE

3.2 Breakdown of the Pipeline Activity box

In the following example we selected the CALL activity (the differences in the boxes will be mentioned in the next section):

3.3 Activity Types

When adding an initial activity in a deal stage:

Or adding an additional activity to an activity group or after an activity is marked as DONE or NOT DONE:

The same activities will be available for you to select from. The following is a quick break down of each of those activities:

3.3.1 CALL

 

3.3.2 TASK

 

3.3.3 EMAIL

 

 

3.3.3.1 COMPOSE EMAIL

 

3.3.4 VOICEMAIL

3.3.5 MEETING

 

3.3.6 SMS

To send an SMS, you must have the RingCentral feature add-on enabled.

4.0 DONE/NOT DONE

As mentioned in the breakdown of the activity box each activity or activity group has buttons for DONE and NOT DONE when editing a pipeline.

This will allow you to set what actions or activities are taken when one of those buttons is clicked on.

4.1 Activity Types DONE/NOT DONE buttons

Not all the activities will show the DONE/NOT DONE buttons when viewing the activity in the pipeline that is associated with a Deal. While the functionality is the same the text may appear different based on the activity type.

The following shows what will show for each activity in the pipeline:

CALL: Action Buttons in the pipeline will be: ANSWERED | NOT ANSWERED

TASK: Action Buttons in the pipeline will be: DONE | NOT DONE

EMAIL: Action Buttons in the pipeline will be: SEND | NOT SEND

VOICEMAIL: Action Buttons in the pipeline will be: DONE | NOT DONE

MEETING: Action Buttons in the pipeline will be: DONE | NOT DONE

SMS: Action Buttons in the pipeline will be: SEND | NOT SEND

 

4.2 DONE/NOT DONE actions

When creating or editing your pipeline you can set different actions that occur when the activity is marked as DONE or NOT DONE.

Pressing either of the buttons will allow you to set the actions for that path in your Stage.

Both paths will have the same actions available to you (we have identified any actions that appear in the NOT DONE below)

IMPORTANT NOTE: Before switching between DONE and NOT DONE it is best to press the SAVE STAGE button found in the bottom right corner.

When pressing DONE the line connecting to the next action will appear GREEN:

When pressing NOT DONE the line connecting to the next action will appear RED:

You can now set the next Action that you wish to happen.

Clicking the Select Action drop-down will provide you with the following options (which are broken up into different sections):

4.2.1 DONE Action: MARK DEAL AS

Each of these actions will end the current stage and will impact the status of the Deal.

• Won: Will mark the Deal as WON. Stage/Pipeline will end.

DONE:

NOT DONE:

• Lost: Will mark the Deal as LOST. Stage/Pipeline will end.

DONE:

NOT DONE:

Note: That the Lost reason will not be selected with this option.

• Close: Will CLOSE the Deal.

DONE:

NOT DONE:

4.2.2 DONE Action: GO TO

• Next Stage: This action will move the pipeline to the next stage automatically:

DONE:

NOT DONE:

4.2.3 DONE Action: OTHER

These actions will allow you to either continue adding to the stage itself or perform actions that impact the contact associated with the deal.

• Add Activity: Will give you the ability to add a new activity to continue the pipeline:

DONE:

NOT DONE:

• Add to Group: This will allow you to add the primary contact of a Deal to a group in your TIEIT account. You can continue adding to the stage once this option is selected but it can only be added after an activity is actioned:

DONE:

NOT DONE:

The Add Group drop-down will show you all the Groups in your TIEIT account.

• Remove from Group: This will allow you to remove the primary contact of a Deal from a group in your TIEIT account. You can continue adding to the stage once this option is selected but it can only be added after an activity is actioned:

DONE:

NOT DONE:

The Remove Group drop-down will show you all the Groups in your TIEIT account.

• Reschedule

This option is only available on the NOT DONE side

You can add the Reschedule option once but the activity is marked as DONE or NOT DONE you have another set of Actions you can select from:

• Reschedule Again: This option will reschedule the original activity after the initial Reschedule. 
  

  

  You will have the ability to Add Activities in the Reschedule option

  

   

• Add Group: This acts the same as selecting Add to Group under the Other option under DONE
• Remove Group:  This acts the same as selecting Remove From Group under the Other option under DONE
• Mark Deal as Lost: This acts the same as selecting Lost under the Mark Deal As Lost option under DONE
• Close Deal: This acts the same as selecting Lost under the Mark Deal As Lost option under DONE
• STOP: This will Stop the deal entirely and is only available on the NOT DONE side under the Reschedule or Reschedule Again actions