Feature Overview: Pipelines

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

Pipeline Framework

There are three main elements to a Pipeline:

  1. Boxes
  2. Columns
  3. Stages

A Pipeline is setup like a simple spreadsheet. Each horizontal row in this spreadsheet is a Box - for a Sales Pipeline this means that each row would be a deal. 

A Pipeline also includes vertical Columns to specify what data will be stored on each box. Read more information 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 Stage > Demo Product Stage > Negotiate Deal Stage > Closed Won Stage.

Pipeline Toolbar

After entering your Pipeline Spreadsheet view, you will first notice your Pipeline name, along with a number of Pipeline navigation tools. 

The quick navigation arrow  on in the top left will bring you directly back to your Inbox.  While the arrow in a circle  will refresh the Pipeline Spreadsheet for updates. 

You can create a new Box with the  button or highlight a Box in your spreadsheet and delete it with the  button. 

Once you have added a few Boxes to your Pipeline, you can use the Filter, Sort, Group options to re-order these 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, the  button leads to the Reports dashboard for Pipeline analytics and data insights. 

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

Pipelines can also be shared with your colleagues using the blue Share 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. 

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