Fresh Projects

00:00: This help guide article will take you through how to use the pipeline automation.

00:05: Once you’ve set up your Pipeline Automations to fit your needs in the pipeline

00:10: settings,

00:10: you can start using it right away.

00:14: After set-up, the system will automatically check to make sure everything’s in line

00:18: with your configurations when you start moving items through the pipeline.

00:24: For example,

00:24: if you've set up certain fields or freeforms for the Engaged stage,

00:29: you will be asked to complete the field or freeform before the move can be

00:32: finalised.

00:35: Similarly, if you’ve set up approvals for the Quoted stage,

00:38: the system will hold the lead at that stage until it gets the necessary thumbs up.

00:43: Leads waiting for approval are flagged and won’t move forward until they’re approved,

00:48: so nothing can change until the right approval comes through.

00:52: You can keep track of these pending approvals in the Pipeline tab of the approvals

00:57: dashboard.

00:59: Here,

00:59: you can see who needs to approve the item, the current stage,

01:03: the name of the lead or opportunity, and when the approval was requested.

01:08: The only action you can take here is to approve the item,

01:11: there’s no option to reject it, to avoid unnecessary delays.

01:16: If there are any issues, it’s best to sort them out through direct communication.

01:21: Once an item is approved,

01:23: it can move on to the next stage in the pipeline.

01:27: When a status changes or an approval is needed, emails are sent out to the relevant

01:32: people.

01:33: These emails provide details about the change or approval request to keep everything

01:38: on track and the pipeline moving smoothly.

01:42: You have now learned how to manage pipeline automation within Fresh Projects.