How to Add a File to Your Pipeline Erick Vargas
Once you have given a price or delivered a proposal, you will need to update your file for it to reflect in your pipeline. There are three key things that you need to do:
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.
Check off Proposal Delivered
Add the Base Bid.
Save
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Once you save this activity, you will also notice that the Proposal Delivered check box is white and cannot be edited now.
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When you go to your Home Page you will see the update reflected.
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If you click into the Pipeline Pie Chart you will see the job listed.
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