Feature Overview: Pipelines

A Pipeline is used to manage a workflow or process that has multiple activities at any given time. Pipelines help track the progress of your Sales, Hiring, Fundraising, Bug Tracking, or Deal Flows from start to finish. 

The Three Main Elements of a pipeline are:

  1. Boxes
  2. Columns
  3. Stages

A Pipeline is set up like a simple spreadsheet. Each horizontal row is a Box - for a Sales Pipeline, each row represents a deal. 

A Pipeline also includes vertical Columns to specify what data will be stored in each box. Read more on customizing your Pipeline's Stages and Columns here

We use Stages to define the Box's linear progress through the Pipeline. For example, a Sales Pipeline may flow from the Lead > Demo Product > Negotiation > Closed Won.

PIPELINE TOOLBAR

After entering your Pipeline Spreadsheet view, you will first notice your Pipeline name, total count, and a few Pipeline navigation tools.

The circular arrow  will refresh the Pipeline for updates, so you don't have to refresh your browser. 

The total count is a quick way to see a summary of the number of boxes in your pipeline, or the average or sum of one of the columns in your pipeline (like Deal Size). You can change the summary value by clicking on it, and a list of options based on your Pipeline columns will come up.

You can create a new Box, Column or Stage with the "+" button in the toolbar. 

Once you have added a few Boxes to your Pipeline, you can use the Saved View Editor to re-order your Boxes based on specific parameters. Find 'all Boxes assigned to you' or 'all Boxes created this month', or both! 

As you begin moving your Boxes across your Stages, Reports under the More (three dot icon) dropdown leads to the Reports Dashboard for Pipeline analytics and data insights. 

Pipelines can also be shared with your colleagues using the Pipeline Sharing Settings 'Shared' button, allowing many users to collaborate on projects or processes. When a Pipeline is shared with a Team, all the data in the Pipeline is accessible to everyone that's shared on the Pipeline, including files and emails. 

The More dropdown will reveal a menu of additional options to: 

BOX PIPELINE TOOLBAR

Once you select at least one box in your pipeline using the checkboxes on the left side, you'll notice the Pipeline Toolbar changes:

Streak will show how many boxes you currently have selected, and to the right you'll see the actions you can perform on these boxes, including:

  • Deleting Boxes (note: deleting boxes cannot be undone)

  • Change the Stage of those checked Boxes

  • Export checked Boxes to Google Sheets

To go back to the regular pipeline toolbar, simply de-select the boxes in question, or click the blue X.




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