Pipeline Manager is a flexible add-on to Pacifecon Online enabling your own customised reporting
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
