Fresh Projects

00:00: The CRM Pipeline tool helps you manage new business from start to finish.

00:05: Here you can track your leads and opportunities as they progress through each stage

00:09: of the pipeline – from initial prospect all the way to an active project.

00:14: Let's start with how to activate the pipeline and how to customize your pipeline

00:19: view...

00:21: Navigate to Settings in the Main Menu.

00:24: Then,

00:25: click "Company Settings"

00:28: Click Pipeline to open the Pipeline settings.

00:32: Then, click "Enabled" to activate the pipeline tool for your account.

00:38: You can then proceed with customizing your owner and salesperson terminology.

00:44: You can then set your probability weighting options.

00:49: To rename a stage,

00:50: simply click on the stage name and type the new one.

00:55: Probability settings can also be set for each stage.

01:00: You can then add additional Lead and Opportunity stages by clicking "Add Stage".

01:06: Lastly,

01:07: you can configure your Loss Reasons for when a lead is marked as Lost.

01:12: Finally,

01:13: click "Save" to save all Pipeline settings.

01:19: Let's take a look at how to use the Pipeline...

01:23: Click Projects in the Main Menu

01:26: Then, click "Pipeline".

01:30: The Pipeline tool allows you to track your leads and opportunities as they progress

01:34: through each stage.

01:36: Your Pipeline view will be displayed according to the settings

01:38: you previously configured within the Company Pipeline settings.

01:44: To add a new lead to the pipeline,

01:46: start by clicking "New Lead"

01:49: Here you can populate any general information and client information relating to

01:53: this lead.

01:56: Then,

01:57: click "Save".

01:59: Your new lead will now appear on your pipeline.

02:04: You can now drag and drop this lead from left to right, as it moves through the sales

02:08: and quoting process.

02:12: You can log further discussion and interaction with the client to keep a record.  

02:18: To begin adding a new interaction record,

02:20: click "Add Record".

02:23: You can then add your record description,

02:26: as well as the client contact, before clicking "Add".

02:30: You can already set any classifications for your lead,

02:33: such as the project manager or relevant tracking categories.

02:39: Lastly, you can then set yourself or your team follow up tasks.

02:45: Let's take a look at how to report on your leads and opportunities...

02:50: On the Timeline tab,

02:52: you can view potential fees and durations of projects.

02:56: Using the Grid View,

02:58: you can see an overview of all leads and follow-up tasks.

03:02: Click the "Show" dropdown to refine what criteria you would like to see on your grid view.

03:07: view.

03:08: On the Analysis Tab, you will be able to view a Loss Analysis.

03:13: Start by selecting your desired date range,

03:16: and then click "Load".

03:18: Here you are able to view all your lost leads, along with the relevant loss reasons

03:23: and loss date.

03:25: To reactivate a lost lead,

03:27: simply click "Reactivate."

03:30: You have now successfully configured and customized your CRM Pipeline within Fresh

03:35: Projects.