See AlsoA Pipeline is a mechanism to track active Opportunities of an organization. Pipelines have different stages through which Opportunities progress. At the end of the Pipeline, the Opportunity is converted into a sale, moved to another pipeline, or is lost.
Stages are phases in the Pipeline through which Opportunities flow. A Stage is a dependent Property of a Pipeline. An Opportunity may flow through several Pipelines, as well as several Stages within a Pipeline before becoming an Order.
By default, an Opportunity is created in Pipeline 1, unless it is changed manually or by a Rule.
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Example Pipelines could represent the different Products that you sell. For example, Products A, B, C, and D. Product A could be sold in these Stages - Just Started, Request For Proposal (RFP) Sent, Demo, Negotiations, and Sold. Therefore, when Product A is at the Sold stage, the Opportunity can be converted into an Order. |
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Example As a Consumer Durables retailer, you have organized a Trade Show exhibiting various Products that you deal with. Organizations may express interest in a particular Product or a range of Products. Organizations interested in a range of Products become part of the Trade Show Pipeline. Other organizations interested in a particular Product, become part of the appropriate Pipeline. In the Trade Show Pipeline, the Opportunity is introduced to the various Products. At the end of the Trade Show Pipeline, the Opportunity may be moved to the TV Pipeline, and also the VCR Pipeline. At the end of each of these Pipelines, the Opportunity may be converted into an Order. |
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Note Pipeline and Stage are system-defined Properties of Opportunities. The default values in a Pipeline are Pipeline 1, Pipeline 2, Pipeline 3, and Pipeline 4. Default values in a Stage are Stage 1, Stage 2, Stage 3 and Stage 4. You can delete these values, and add new values from Talisma Business Administrator. |