Understanding and customizing your pipeline settings can significantly enhance your team's ability to track opportunities and maintain alignment on internal processes.
In this tutorial, we will guide you through accessing and configuring pipeline settings for optimal performance.
Creating or editing pipeline stages is limited only to users with administrative privileges.
Pipeline Overview
In Federal Compass, each account has one shared pipeline accessible to all end-users. Pipeline stages are fully customizable, though templates are populated by default; a company can add and delete pipeline stages to align with internal stages.
Integrating pipeline stages is streamlined with the option to import them directly via an API connection. Federal Compass provides pre-built connections for seamless integration with popular CRMs like Salesforce and HubSpot, ensuring your team can work efficiently with the tools they already use.
How to Access Pipeline Settings
1. Navigate to Settings by clicking the gear icon (⚙) in the top right-hand corner of the screen.2. Select Platform Settings.
3. Click on the Pipeline Stages tab, located on the left-hand side of the page. This is where you can create and customize your pipeline stages or statuses.
Creating a Pipeline Stage
1. Use a Template to Set Up a Pipeline Stage
- Click on the Add from Template button under Pipeline Stage to quickly set up a pipeline.
2. Choose from one of our three pre-built templates to streamline your pipeline creation process, click Add Pipeline Stages to finalize your choice.
2. Create a Custom Pipeline Stage
1. Click the Add New button under Pipeline Stage to create a custom pipeline stage.
2. Enter a Stage/Status Name for your custom pipeline stage. Note that the name cannot be changed later.
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- Identified
- Pre-Qualified
- Qualified
- Pursuit
- Developing
- Bid Review
- Bid Submission
- Closed/Won
- Closed/Lost
4. Once you have entered the name and reviewed your stage, click Save Changes to finalize.
Sorting Pipeline Stages
1. To rearrange the pipeline stages, click and hold the hamburger icon (𝄘) next to a stage. Drag and drop it into the desired order.
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- To view My Pipeline dashboard:
- Click on the Pipeline tab on the top-left of the page.
- Select My Pipeline
- To view My Pipeline dashboard:
Removing a Pipeline Stage
1. Click the trash bin icon next to the stage you wish to remove to delete a pipeline stage.
- Deleting a stage will also delete all opportunities associated with that stage. Deleting a stage cannot be undone, so ensure this stage is no longer needed before removing it.
- Before deleting, ensure you move the opportunities to a fitting stage that aligns with your pipeline needs. If no appropriate stage exists, create one to accommodate these opportunities.
Frequently Asked Questions
Q. What happens if I delete a stage without moving opportunities first?
A. Deleting a stag without moving opportunities will permanently remove those opportunities from your pipeline. Make sure to reassign them to another stage beforehand.
Q. Can I edit the name of a pipeline stage after creating it?
A. No, stage names cannot be edited once created. If you need a new name, create a new stage and move opportunities into it.
Q. Can I recover a deleted pipeline stage?
A. No, deleted stages cannot be recovered. Ensure you’ve moved all opportunities before deleting.
Effectively managing your pipeline stages is key to optimizing your business processes and ensuring your opportunities are well organized. Whether you’re creating new stages, customizing templates, or deleting unused stages, this guide provides the tools you need to streamline your workflow.
For additional help, please contact our support team at support@federalcompass.com.