Pipeline Management
- Creating a New Process
- Configuring Pipeline Stages
- Project and Touch Point Document Search
- Configuring the Cover Page Template
- Using Symbols/Emojis in Cover Page Fields to Create Traffic Lights etc.
- Creating Calculated Fields
- Setting up Deal Scoring
- Changing the Visible Fields on the Pipeline Card
- Adding New Projects
- Configure Pipeline Data in Excel and Import
- Importing Pipeline Data to Existing Projects
- Exporting Pipeline Data
- Adding Data to the Project Cover Page
- Delete or Archive a Project
- Cross-Process and Project Search for Project Documents
- Renaming a Process
- Deleting Processes
- Copying a Cover Page Configuration to a New Process