Pipeline Stages

Pipelines show the various 'steps' that a Call is to go through along with supporting information and actions.  It appears on the Call Centre Ticket screen as a display 'tab' headed 'Timeline'.   The creation of the Timeline display comprises of a combination of three screens

Pipelines: Description of the Pipeline

Pipeline Stages: Defines the various 'Stages' that can be used within a Pipeline

Pipeline Actions:  Identifies the Pipeline Stages to be used within a selected Pipeline and also nominate action(s) required within the Stages

This screen defines the Pipeline Stages

Data Display Options

Field Position - On this screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

Entry and Display fields

Stage Name: Enter the name of the Stage.  No checks are made on this entry but duplicates are not allowed.

Sequence: Enter a number which defines the sequence in which the Pipeline Stages are to be displayed.  No checks are made on this entry.

Stage Colour: This allows you to nominate a colour which will be displayed against this Stage in the 'Timeline' tab on the Call Centre screen.   Select the Colour from the drop-down list

Probability %: This is the probability of a successful outcome for the process when this stage is reached or achieved. Enter an integer value.

Buttons

Close: This will close the Pipeline Stages screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

Add: This will send the cursor to a new line for entry of a new Pipeline Stage record.

Save: This will save the current data without exiting the screen

Cancel: Any changes made since the line was actioned or the last time the ‘Save’ Button was pressed will be lost.

Delete: This removes the current highlighted Pipeline Stage record.