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.
There are three main elements to a Pipeline:
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.
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:
- Send Mass Email (Mail Merge)
- Import Boxes to CSV
- Export Boxes to CSV
- Export Newsfeed to CSV
- Move to Pipeline
- Data Validation
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.