What You'll Learn
Two ways to add projects to your pipeline
How to choose existing or create new pipeline stages
How to move projects between stages
How to view your pipeline on a map
Adding Projects to Pipeline
Method 1: From Search Results
Go to Search and find projects
Click the three-dot menu on any project card
Select Add to Pipeline
Choose your pipeline from the dropdown
Select either:
Existing Column: Add to a current stage
New Column: Create a new stage name
Click Submit
Method 2: From Project Pages
Click on a project to open its page
Click Add to Pipeline button
Follow the same steps as Method 1
Managing Projects in the Pipeline
Moving Projects
Drag and Drop: Move projects between different stages
Three-Dot Menu: Edit or remove projects from pipeline
Projects can be moved to any stage at any time
Pipeline Views
List View: See all projects in organised columns
Map View: View projects geographically on a map
Switch between views as needed
What You Can Do
Add both projects and companies to the same pipeline
Create new pipeline stages on the fly
Move projects between stages easily
Remove projects when no longer relevant
View your entire pipeline geographically
Tips
Use descriptive stage names that match your sales process
You can add the same project to multiple pipelines if needed
Map view helps visualise project locations
Keep your pipeline organised by regularly moving projects through stages
That's it! You can now efficiently manage your sales pipeline and track projects through your entire sales process.