Decide when you want projects reported in YOUR Pipeline Manager:

• once a project becomes a qualified opportunity

• once you have made initial contact

• once you have presented a quote

Decide how to filter your Pipeline:

• By Product Lines

• By Region

• By Bidding Stage: Quoted, Won, Lost

• By Type of Project

• By Team

Decide what information of your own you want added to your pipeline. Examples include: Contacted Date, Contact Person, Specifications, Quote Amount, Negotiation Notes, Probability, Supply Date, ROI.

Decide what type of field each of these custom fields will be:

• Text

• Memo

• Number

• $ Amount

• Date

• Percentage

Talk with us about enhancing your processes with Pacifecon’s Pipeline Manager