Quote Pipelines should depict your typical quoting process, and the Statuses in the Pipeline should represent the different stages involved in this process. Please note: you can have multiple Quote Pipelines if you have more than one process for managing quotations.
A Quote Pipeline will include a series of Statuses sequenced in a particular order that the quotation should follow. For example, your first Status may be 'Enquiry' and the next could be 'Quote Sent', then finally having either 'Ordered' or 'Lost' as your closing Statuses within the Pipeline. Please note: Quote and Opportunity Pipelines are configured in the same location.
- You'll need CRM Admin rights in order to follow the steps in this article
- We'd recommend you configure your Opportunity/Quote Statuses first before following the steps in this article
Step 1: Go to Settings Centre
To configure your Quote Pipelines, click on the settings icon in the bottom left-hand corner of the CRM.
Step 2: Navigate to Sales in Settings
Navigate to the Sales section and scroll down until you reach the Opportunity Pipelines configure option.
Step 3: Configure Quote Pipeline
By clicking on the 'Click to Configure' link, the Configure Opportunity Pipeline window will open. To add in a new Quote Pipeline, click on the plus icon in the top right-hand corner of the screen.
Step 4: Add Quote Pipeline Details
You'll then be asked to give the new Opportunity Pipeline a Description. Make sure this is relevant to the quotation process that the Pipeline will be used for. Once happy, click 'Create'.
Step 5: Add Statuses
Now you've created the Quote Pipeline, you'll need to add in the required Statuses by clicking on the pencil icon.
This will then open a side bar where you can make various edits to your new Quote Pipeline. To add in the required Statuses, click on the plus icon on the right-hand side of the Status heading.
You'll then be presented with a list of all the active Statuses that you currently have configured within the CRM. Here, you can select the Statuses you wish to add to the Quote Pipeline by simply ticking the boxes next to them. Once happy with your choices, click 'Update'.
Step 6: Re-order your Statuses
Once your Statuses have been added, you can then drag and drop the Statuses into the desired sequence (the Status at the top of the list will be the first in the Pipeline).
Step 7: Set up Closing Statuses
Finally, you'll need to set up your closing Statuses by clicking the plus icon on the right-hand side of the 'Closing Status' section.
You'll then be presented with a list of all the closing Statuses already configured within the CRM. Again, select the closing Statuses you wish to add to the Quote Pipeline by simply ticking the boxes next to them. Click 'Update' once happy with your selection.