Pipeline & forecasting — found from sitemap — Capsule CRM

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Facts read from this source

• Pipeline availability Report an error

  “Who can use this feature? Anyone Available on: All Plans”

• Visual pipeline kanban Report an error

  “you’ll see a ‘kanban’ board of all your Opportunities with a column for each of your Milestones and a card for each Opportunity. You can drag and drop an Opportunity from one Milestone column to another to change its Milestone.”

• Pipeline ordering Report an error

  “From left to right, the Milestone columns are ordered by the probability of winning from 1%-99%. Then in each column, Opportunities are ordered alphabetically by the name of the contact the Opportunity is related to.”

• Pipeline won lost close Report an error

  “If you drag a card towards the bottom of the page then you can move it to ‘Won’ or ‘Lost’ to close the Opportunity accordingly.”

• Pipeline lost reasons Report an error

  “drag an opportunity to the lost button which opens Lost Reasons modal with drop down”

• Pipeline stale indicator Report an error

  “Opportunities marked as Stale have an orange band on them and if you hover the mouse over the Opportunity you can read the reason why it is Stale.”

• Pipeline limit Report an error

  “To ensure the Visual Pipeline performs well it is limited to max 500 Opportunities. If you exceed that limit then you are best to use the filters to narrow down the number of Opportunities or to use the List View instead.”

• Pipeline list filtering Report an error

  “you’ll be taken to a list view where you can do more advanced filtering of your Opportunities based on a range of criteria. From this page you can filter to see just open or just closed opportunities and combine those filters with one based on your Opportunities being stale or not or when they’re expected to close.”

• Opportunity preview Report an error

  “The Pipeline Preview lets you view a summary of any individual Opportunity in your Pipeline at a glance.”

• Preview contents Report an error

  “This will show a summary of the Opportunity - such as its Name, Primary Contact, Description, Milestone, Expected Value/Close Date and any Tags applied. You can also view the latest activity logged on the Opportunity, as well as the next upcoming Task.”

• Preview quick actions Report an error

  “This includes the options to: Log Activity Add a new Task Complete the next Task Copy its Capsule Drop Box address Open it in a new tab”

• Pipeline dashboard components Report an error

  “It has four components:”

• Pipeline forecast Report an error

  “Pipeline Forecast at the top left shows your forecasted sales over time. It uses the expected value on your open Opportunities based on their milestone percentage and projects that income over time based on each Opportunity’s expected close date. Use the Actions menu in the graph to export it as an image, CSV or Excel file.”

• Pipeline by tag Report an error

  “Pipeline by Tag at the bottom left shows the 30 top used tags on your Opportunities, indicating how many Opportunities there are in each tag. Click on a tag to quickly view a list of the Opportunities in that tag.”

• Pipeline conversion rate Report an error

  “Conversion Rate at the bottom right shows the percentage of Won Opportunities out of all Won and Lost Opportunities in the last 30, 90 and 365 days. Click on each heading to quickly view a list of the opportunities in that range.”

• Mobile apps Report an error

  “iOS & Android”

• Uptime Report an error

  “Status 99.99%”

• Entity Report an error

  “Capsule is a service of Zestia Ltd, registered in England with No 06418281.”

• Free plan Report an error

  “Capsule's Free Plan”

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