How to Add a Project to Your Pipeline

How to Add a Project to Your Pipeline

Once you have given a price or delivered a proposal, you will need to update your project for it to reflect in your pipeline. There are three key things that you need to do:

1. Update the Sales Status (to a status that is reflected in the pipeline: Hot, Warm, Active & Contract To Be Signed) ***Please keep in mind the sales statuses may vary based on how your administrator set up your company's system.

2. Add the Bid date.

3. Add the Base Bid amount.

4. Save

Now that this project is no longer a new lead and is in your pipeline, adjust your sales status to reflect where this project is at in the pipeline.

2. Add your Bid Date

The date you submitted the bid.

3. Add your Bid Amount

4. Click on Save

5. Dashboard

See how this appears within your pipeline chart on your dashboard!