The article will cover the following topics:
Before reading this article, it will be helpful to view the following Articles:
- Understanding Activities — Tasks and Appointments
- Understanding Pipelines, Leads, Opportunities and Activities
- Understanding Accounts and Contacts
- Creating Leads, Opportunities, and Activities and managing them throughout your pipeline/sales funnel including winning and losing prospective deals
- Creating Accounts and Contacts
Create a New Activity
From the Quick View — If you already have a Lead or Opportunity in your system, mouse over it from the Pipeline View, now you are viewing the Quick View. From the Quick View select the "Create Activity" button from the toolbar ⤵
There are two choices: "New Task" or "New Appointment".
Create a Meeting
Select "New Appointment" and complete all the fields including the date and time the meeting begins and ends as well as linking this activity to any entity associated with this activity such as the Opportunity, Account, and Contact Records.
Create a Task
From the detail page of the Task click on the Task dropdown and select the type of task such as ”Call”, “Email” or "Task" from the buttons at the top of the screen. Complete all the fields including the due date of the activity, as well as linking this activity to any entity associated with this activity such as the Opportunity, Account, and Contact Records. On the right side of the Activity is an option to set a reminder with a specific date and time.
NOTE: When you have completed a "Task", make sure you go back to it and mark the status as completed.
Activities can be created no matter where you are in Pipeliner.
From the Opportunity
From the Account
From the Contact
From the Lead
From the main New Menu
From the Activities Menu
Wherever you schedule your Activities from, it’s easy to see what else you’ve got already in your Calendar and to dynamically drag Appointments on your Calendar so they fit around your schedule ⤵
Hover over an appointment already on your Calendar to see more details ⤵
Drag&Drop an appointment to a new time or select a different date to view ⤵
Tasks will display at the top of the scheduling preview window ⤵
NOTE: Click on “Today” to quickly jump back to today’s date
Once you’ve confirmed the date and time, easily select from the Activity Types in your system by clicking on the correct type from the buttons at the top of the screen ⤵
NOTE: You can open/close the scheduling preview panel by clicking on the chevron if you need more space on the screen ⤵
Activities Menu Views
The Activities Menu in Pipeliner gives you options so you can choose how you want to view activities.
Use the Activities menu’s Calendar View to see those activities set on specific dates. Click on any activity in your calendar to view the detail page of that activity ⤵
Use the Activities menu’s Task Board View (available only in Enterprise Tier) to help you quickly view the status of your activities and move the activity to another status and Pipeliner will automatically mark the activity with the new status.
The "List View" gives you a simple grid and, just like in Excel, you can sort on any column header.
Activities in the Navigator
Discover the helpful tool in the Navigator menu, “Notifications”, to keep an eye on how many and which Task activities are overdue, as well as those that are on time based on their due date. From the Navigator menu, scroll to the middle of the page and on the left side is the Notifications section. Click the drop-down next to tasks to discover all the upcoming activities as well as those that are overdue (in red). Click on any of the activities will open the detail page of the activity. Clicking inside any of the checkboxes will mark the activity as completed without having to open to the detail page ⤵
Discover the Fitness level of your Opportunities by changing your Pipeline View. From the Opportunities Menu, select the Power Panel’s "View" tab. Click the checkbox for "Fitness". Each Card in this view now displays with either a Yellow, Red, or Green vertical line on the left side of each card. Pipeliner combines the closing date on the Opportunity along with the number of activities and if they are past due to provide a colour-coding of Fitness:
- Red indicates you have activities or a closing date overdue
- Yellow indicates you have no upcoming activities
- Green indicates you have upcoming activities