Table of Contents | General | Getting Started| Import-Exporting | Home Page | Deals | Documents | Contacts | Calendar | Sales Pipeline Reports

GETTING STARTED

Introduction

Quick Start Implementation Guide

What is the admin tool?
Each PipelineDeals account can have a user that will be the administrator for the account. The administrator has access to a special tool, called Admin. The Administrator, using the admin tool can perform the following tasks:

  • Add, delete and change users as well as well as re-assign the bulk of a users contacts and deals to someone new
  • Customize PipelineDeals fields - specifically the sales stage and associated probabilities
  • Set user roles (Executive- See all, Manager- See a team, Basic- See whats been assigned to him/her)
  • Define the currency for the sales pipeline
  • Set attributes to allow users to share contacts and/or deals
  • Define lead sources
  • Setup a to-do templates for your leads and deals

Can I customize PipelineDeals for my business?
Yes. More specifically, you can do the following:

  • Customize specific fields - specifically the sales stage and associated probabilities
  • Set user roles
  • Define the currency for the sales pipeline
  • Set attributes to allow users to share contacts and/or deals
  • Define lead sources
  • Setup a to-do template
  • Customize your note categories to answer questions like, how many propecting call notes were made this week?
  • Customize Deal tags to report on your sales pipeline by region, product, or anything else you want
  • Customize Contact tags to organize your relationships

How long will it take to get PipelineDeals implemented for my business?
It should take less than 30 minutes to get the software customized and implemented for your business. Just follow the quick start implementation guide.

Are there training videos or tools to help me?
Yes, you will find videos through the application providing a simple overview of features. You will also find FAQs, Forums as well as email and phone support.

[Back to Top]

Quick Start Implementation Guide

Follow the these steps to get PipelineDeals setup and configured for your team:

Step 1 - Adding users

  1. Click on the Admin link in the top menu.
  2. Select Manage Users from the menu.
  3. Click the Add User link on the top of the menu.
  4. Add a user’s first and last name, email address.
  5. Define a username and password for the user.
  6. Set the user’s role.

What roles should I give a user?
 Roles in PipelineDeals determine who has access to which sales data. You can setup three different types of roles in the system.

Executives
Executives have the broadest access in the system and can view and edit all deals, contacts and calendar information for EVERY user in the system.

Managers
Managers can view and edit deal, contact and calendar for all of their team members.

Basic
Basic users only have access to their own deal information.

Account Admin
Admin users have access to the Admin tool menu which allows account setup, user setup & maintenance and billing functions. Given the powerful access to account wide features, we don’t recommend setting up additional administrative users unless required.

[Back to Top]

Step 2 - Assign users to a team

NOTE: This step is not required if you are setting up a team of users all with Executive roles. You must have a user with a manager role to assign a user to a team.

  1. From the Admin Tool,
  2. Select Manage Users from the menu.
  3. Search for a user in the Unassigned List.
  4. Click on the red Assign link.
  5. Assign the user to a team.
  6. Repeat these steps for each user that you are assigning.

[Back to Top]

Step 3 - Set data sharing options
To share contacts across your company, perform the following:

  1. Click on the Admin link in the top menu.
  2. Click on Account Settings.
  3. Set the Contacts sharing to “Open”.
  4. Click save.

To keep contacts private, perform the following:

  1. Click on the Admin link in the top menu.
  2. Click on Account Settings.
  3. Set the Contacts sharing to “Private”.
  4. Click save.

[Back to Top]

STEP 4 - Setup sales stages and probabilities
This step is OPTIONAL. You can simply use the default sales stage. To customize the sales stages and associated probabilities that are displayed to users on the deals page and in reports.

  1. Click on the Admin link in the top menu.
  2. Click on the Customize Sales Process link.
  3. Add or change the default sales stages for you business.
  4. Change the associated probabilities as you see fit. Be sure to include a 0% and 100% probabilities for won and lost type of sales stages.
  5. Click the Save New Deal Stages button.
  6. Add new deal and validate your changes have taken effect.

[Back to Top]

STEP 5 - Setup lead sources
Lead sources allow you to track which marketing programs are most effective in driving your business. A lead source could be your website, a trade-show, a referral, an existing business relationship, direct mail campaign, cold calling or any means by which you generate and prospect for business. Lead sources are associated with leads. This step can be done at any time.

To setup lead sources:

  1. Click on the Admin link in the top menu.
  2. Click on Manage Lead Sources.
  3. Click the Add New Lead Source button at the bottom of the page.
  4. Type a name for your lead source.
  5. Repeat this process for as many lead sources as you need to support your business.

Note: You can also edit the name of an existing lead source or add new lead sources at any time.

[Back to Top]

STEP 6 - Set-up your local currency
To set your local currency:

  1. Click on the Admin link in the top menu.
  2. Click on Account Settings.
  3. Select your currency from the dropdown menu.
  4. All users will now be able to see their sales pipeline in this currency.

[Back to Top]

STEP 7 - Set-up a to-do template
This step is OPTIONAL and can be done at any time. The to-do templates feature allows you to define a structured sales process for all of your sales agents. It also allows you to measure productivity for each step in the process and see simple red light/green light status reporting against the process.

  1. Click on the Admin link in the top menu.
  2. Click on Manage To-Do Templates.
  3. Select create new to-do template.
  4. Click edit to give the template a name.
  5. Click Add to-dos.
  6. Enter to-do type, description, and expected day to complete the step.
  7. Click Activate use this template.
  8. All users who create a new deal will see these to-dos and events exposed for their deals or leads.

SAMPLE SALES PROCESS

  1. Initial Sales Qualification Call, Phone Call
  2. Email follow-up thank you, Email
  3. Face to Face meeting, Appointment
  4. Qualified Lead, Milestone
  5. Draft business terms, To-do
  6. Review initial business terms with prospect, To-do
  7. Draft contract, To-do
  8. Contract finalized, Milestone
  9. Closed, Milestone

[Back to Top]

STEP 8 - Define time and date formats
Each user defines this preference in their My Settings screen. To customize the date and time formats:

  1. Click on My Settings.
  2. Set date and time preferences appropriately.

STEP 9 - Import contacts and deals
See the Importing and Exporting section if you would like to import contacts or deals.

[Back to Top]

©2007 PipelineDeals, LLC
All Rights reserved.