Pipeline & forecasting — found from sitemap — Capsule CRM

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Facts read from this source

• Multiple pipelines plan availability Report an error

  “Available on: Growth, Advanced, and Ultimate”

• Multiple pipelines user access Report an error

  “Who can use this feature? Anyone”

• Pipelines max active Report an error

  “You can add up to a maximum of 30 active pipelines”

• Pipelines default Report an error

  “By default, every account has one pipeline, simply called “Sales Pipeline”.”

• Pipelines add by admin Report an error

  “Admins can add more pipelines by going to Account Settings > Sales Pipelines and clicking the option to Add Pipeline.”

• Pipelines shared lost reasons Report an error

  “Pipelines all share the same set of Lost reasons, so there's no need to set up new Lost Reasons for each Pipeline.”

• Pipelines duplicate Report an error

  “you can quickly duplicate an existing Pipeline by going to Account Settings > Sales Pipelines and clicking the Duplicate option beside the Pipeline you want to duplicate.”

• Pipeline view single at a time Report an error

  “You can only view one Pipeline at a time using this view.”

• Pipeline view totals Report an error

  “At the top of the Pipeline view, you will see the total value of all your Pipelines and the total forecasted value of all Pipelines.”

• List view multiple pipelines Report an error

  “you can view any number of your Pipelines at the same time by using the Pipelines filter at the top of the page and checking the checkboxes of the Pipelines you would like to include.”

• Opportunity move between pipelines Report an error

  “On this screen, you can drag the Opportunity to the bottom of the screen and drop it onto the 'Move Opportunity' section.”

• Pipeline archive Report an error

  “If there are still active Opportunities on the Pipeline, you would need to move them to another pipeline or delete them first and then archive the Pipeline.”

• Pipeline minimum active Report an error

  “You can’t archive all your Pipelines and must have at least 1 active Pipeline at any time.”

• Pipeline default for integrations Report an error

  “Any Opportunities that are created using the Mail Drop box or by 3rd party integrations will always be added to the oldest active pipeline by default.”

• Dropbox pipeline addressing Report an error

  “You can specify a specific pipeline to attach these to by changing the start of your drop box address to pipeline+ and the name of your pipeline with no spaces”

• Pipeline reporting Report an error

  “The Pipeline by Value report shows the total number of Opportunities in each Pipeline as well as the total value of each Pipeline.”

• Google data studio pipeline reporting Report an error

  “You can also view your sales data by pipeline using the Google Data Studio integration.”

• Uptime Report an error

  “Status 99.99%”

• Currency region Report an error

  “Europe (EUR)”

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