Fresh Projects

00:23: To start, select "Settings" from the main menu.

00:27: Next,

00:28: select "Pipeline Automation" from the drop-down list.

00:33: Within the Approvals tab,

00:34: you will see the columns labelled according to the naming convention set up in your

00:38: Pipeline.

00:40: At each stage of the pipeline,

00:42: you can designate Primary and Secondary Approvers to decide whether the lead,

00:46: opportunity or project can advance.

00:50: Approvers can be either specific staff members or any of the roles linked to the project,

00:55: project.

00:55: such as the Project Owner or Project Manager.

00:59: In the case where both a Primary and a Secondary Approver have been set up,

01:03: both individuals will need to approve the new status.

01:08: In the Notifications tab, you have the flexibility to select who will receive alerts

01:13: at various stages of the pipeline.

01:16: This allows you to tailor notifications to the right individuals,

01:20: ensuring they stay informed and engaged throughout the process.

01:25: You can easily search for and add as many recipients as you need,

01:28: whether they're project managers,

01:30: team members,

01:31: or even external contacts.

01:34: There's no limit on how many people you can include.

01:39: Additionally,

01:39: you can send notifications to any email address,

01:43: even if it's not linked to the system—perfect

01:45: for keeping external stakeholders,

01:47: like an accountant,

01:49: in the loop when a project hits a certain stage.

01:53: In the Mandatory Information tab, you can define which details are specifically

01:57: required at different stages of the pipeline.

02:01: For example,

02:02: you might require the client's name by the time a lead reaches the Engaged stage,

02:07: while billing details may only become necessary at a later stage,

02:11: such as Won.

02:13: If your company uses tracking categories,

02:15: you can enforce specific ones at different points in the pipeline.

02:20: For instance, you might require the assignment of a particular category when a lead

02:24: reaches a specific stage.

02:28: Additionally,

02:29: you can enforce the completion of specific metadata fields,

02:32: such as Meta

02:34: Bool, Meta String, and Meta

02:36: Data, ensuring all necessary information is captured as the project progresses.

02:42: In the Freeforms tab, you can specify when certain freeforms need to be completed within the

02:46: pipeline.

02:48: For example,

02:49: you might need a freeform filled out when a lead hits a certain stage.

02:55: Click here to select your Freeform Template.

02:59: Now,

02:59: select one of your preconfigured Freeform templates.

03:04: You can select which specific stage the freeform is required to start from.

03:10: You can also customize which specific fields within the freeform are required at each

03:14: stage.

03:16: For instance, at the Engaged stage,

03:18: you might only need the Contract field completed, but as the lead progresses,

03:22: more fields may become necessary.

03:25: This feature ensures that all the essential data is captured before a lead can

03:30: move forward in the pipeline.