Overview: Pipeline Spreadsheet View

Not all company's customers and projects fit the same mold. That's why we've created our CRM with flexibility in mind, giving you the control to configure your workflows so they fit your specific needs. Because of this, your Pipeline may look slightly different from one another, but should follow the same basic elements.

Pipeline Framework

There are three main elements to a Pipeline:

  1. Stages
  2. Columns
  3. Boxes

A Pipeline is used to manage some 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. We use Stages to define this progress, such as Lead > Demo > Pitched > Closed-Won. 

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


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. 

Did this article help you? /
Contact Us