The Basics of Pipelines

Navigate to Manage opportunities on the lefthand toolbar. Click here to open Opportunities.

The Opportunities dashboard opens.

Select the Pipeline tile and click to open the Pipeline.

The page is divided into columns to represent the stages of the Pipeline follow up process, and each Opportunity is represented by an individual tile. 

The tile can contain a selection of information, you can select how much information is visible by clicking on Layout and using the drop down menu:

Show contact details

Show contact details + info

Show contact details + tags

Show contact details + info +tags

To view an Opportunity, click on the tile and the Opportunity will expand in the next window:

In the lefthand column the Opportunity details can be edited:

Owner can be allocated

Company to which the Opportunity belongs 

The contact to which the opportunity belongs

Creation date

Expected date

Confidence rating

Financial value

Notes 

Tags

In the the central section the Activity feed is visible. Notes and Tasks can be added

Documents can be added by clicking to open the Documents tab.

Breadcrumbs at the top of the page indicate the progress of the Opportunity, clicking on the next breadcrumb will move the Opportunity to the next stage of the process.

Tip: Where the financial value of the Opportunity is shown in a currency which is not your account default currency, Hire Insight will look up the secondary currency on the daily Interbank rate and will convert into your host currency value. This is shown at the top of each column on the Opportunities dashboard.