A pipeline filtered by product makes commercial work more readable. The filter helps to focus on the affected perimeter, but must be distinguished from the authorizations that regulate access to the data.
Five product pipeline
- Open Pipeline and choose MANSTIL.NET, AirDoc, Orchestris, Nexora or Social Publisher.
- Read the cards belonging to the category linked to the selected product.
- Consider that a project with multiple categories can appear in multiple agents while global totals avoid duplicating it.
- Open the tab to consult the native project before making a decision.
Filters and pipeline stages
- Open Pipeline and check the product and active stages displayed.
- Compare the number of cards with the filters in use before concluding that a deal is absent.
- Open the record when you need an amount, person or activity that is not visible on the card.
- Keep the reading of the phases aligned with the native CRM configuration.
Putting this into practice
During a product meeting, set the filter and review the steps considered. Before comparing numbers with another summary, make sure the perimeter is the same.
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