Project Status Pipeline

Track the Status of Your Projects

The Project Status pipeline is a great tool for users to keep track of their active projects.

Accessing the Project Status Pipeline

Expand the Project Status pipeline by selecting the Project Status tab on the right side of the dashboard page.

• Select a status to expand or hide the projects housed there.
• Requirements to move the project to the next step are in italics under the status header.

Project Statuses

Projects are sorted by the following statuses in the Project Status pipeline.

Lead Created  

Leads listed under this status were created in the Lead section of the system and are currently in the Open or Working status.

• Selecting a lead from the list will route you to the Leads page and automatically open the Lead Details for the selected lead. There, you can edit the lead information and notes, change the lead status, or add a task.
• If a lead is changed to the Dead status, it will no longer show in the project pipeline
• If a lead is Converted to a customer, it will move to the Project Created section of the pipeline.

Project Created  

Projects listed under this status were created without an appointment.

• Selecting a project in this status will route to its Schedule tab. There you can schedule an evaluation appointment.
• Once an evaluation appointment is scheduled, the project will move to the Sales Appointment Scheduled section.

Sales Appointment Scheduled

The projects listed under this status have an upcoming evaluation appointment.

• Selecting a project in this status will route to the project's Schedule tab.
• Once the evaluation appointment time and date have passed, the project will move to Sales Appointment Completed.

Sales Appointment Completed

Projects listed under this status need a bid created.

• Selecting a project in this status will route you to the Bids tab, where you can select Add Bid.
• Once a bid has been started, the project will route to Bid Started. If the bid was sent for approval, the project would route to Bid Pending. If the bid is finalized, the project will route to Bid Sent.

 Bid Started

Projects listed under this status need to have a bid sent for approval or finalized.

• Selecting a project in this status will route you to the project's Bids tab.
• If the bid was sent for approval, the project would route to Bid Pending. If the bid is finalized, the project will route to Bid Sent.

Bid Pending

Projects listed under this status need to have a bid approved by a user with the bid verification role. (Primary users, who automatically have the bid verification role, will receive a notification email when a bid needs approval.)

• Selecting a project in this status will route you to the project's Bids tab.
• After the bid has been approved, the project will route to Bid Sent.

Bid Sent

Projects listed under this status are waiting for the customer to accept or reject the bid.

• Selecting a project in this status will route you to the project's Overview tab.
• If the customer accepts the bid, the project will move to Bid Accepted. If the customer rejects the bid, the project will move to Bid Rejected.

Bid Accepted

The projects listed under this status need an installation appointment to be scheduled.

• Selecting a project from this status will route you to the project's Schedule tab.
• Once an installation appointment has been scheduled, the project will route to Installation Scheduled.

Bid Rejected

Projects listed under this status need to be rebid, completed, or canceled.

• Selecting a project in this status will route you to the project's Bids tab.
• Rebidding a project will move it back to Bid Sent. Completing the project will move it to Recently Completed Projects. Canceling the project will remove it immediately from the Project Status pipeline.

Installation Scheduled

The projects listed under this status have an installation appointment scheduled.

• Selecting a project in this status will route to the Schedule tab.
• Once the installation is complete, click Complete next to the appointment within the Schedule tab to move the project to Installation Complete.

Installation Complete

Projects listed under this status need to have the warranties sent to the customer.

• Selecting the project here will route you to the Bids tab, where the warranties can be sent by selecting Send Warranties.
• Once the Warranties are sent, the project will be moved to Warranties Sent.

Warranties Sent

Projects listed under this status need to be marked complete.

• Selecting the project here will route you to the project's Overview tab to select Project Complete.
• Once the project has been completed, it will route to Recently Complete Projects.

Recently Completed Projects

The projects listed under this status have been completed.

• No action is necessary. This shows recently completed projects within the timeframe set within the settings (Company Profile > Settings.) 
  • Note: Only projects that have been through each of the previous stages will be listed here.

Roles and Project Status

The projects shown in the Project Status pipeline are relevant to the user's role.

• Only a Primary user or Sales Manager will see all available projects.
• Anyone with a sales or installation role will only see the projects they are assigned.
• The Salesperson Collaboration setting will affect this. If turned on, users with the sales role will see all projects.

Sorting the Project Pipeline

Sort by age or group projects by salesperson/installer.

• Sort the Project Status pipeline by the newest or oldest project by using the drop-down on the top of the Project Status pipeline.
• Check the Group by User checkbox to show projects per salesperson/installer. Uncheck to show each individual product in the Project Status pipeline.