Are you looking to see what's on the pipeline but can't figure out a way? Read on!
It's all about using your labels smartly and to your advantage.
Say you want to view your pipeline for April 2018. Simple:
- Create a quote for your job if you don't already have one
- Label the quote with 1804 (year month)
- Search for your label and voilà!
If you'd like to create a sales pipeline for the year, use the same method of labeling the quotes and search for those labels. Once you save your search to your Favourites you'll have the forecast just one click away:
You can also track your sales pipeline smartly in Priorities. Check out this article that shows you how.