Sales Pipeline Overview

• To access the table view, login to Partner Center and navigate to CRM > Opportunities > Table.
• In this view, you have a range of options on how you'd like to filter or organize the list of opportunities.
• You will find a search box above the pipeline, allowing you to search for specific types of opportunities.
  • Note: Currently, you can only search for opportunity types, ex: Website Creation, Visibility & SEO. You won't be able to search for any other categories at this time.

Sort Options

• You can sort the pipeline table columns in either descending or ascending order. Click the name of the column you'd like to sort once for descending order, or twice for ascending order.
• You can also sort the pipeline using the drop-down menu in the top right. This allows you to sort by expected closed date and contract length to get an idea of your monthly revenue. As an example: If a 6-month opportunity is expected to close on May 1st, you would see that reflected in your potential revenue for May-October.

How to Export displayed CSV

You can export the pipeline Table date into a CSV by clicking Export displayed as CSV.

• Navigate to the Pipeline Table at Partner Center > CRM > Table.
• Add the filters of your choice.
• Click on Export as CSV.
• Choose files to export and then click Export.
  • Pipeline.
  • Opportunity History.
• Click on Okay in the pop-up.
• Click on the notification bell and on Pipeline data export is complete. Click to download.

Board View

• The board view is a visual interface that allows you to see opportunities at a glance including which stage of the pipeline the opportunity is in.
• To access the board view, login to Partner Center. Go to CRM > Opportunities > Board.
• In this view, Salespeople can drag and drop opportunities to transition them between stages.

Moving opportunities

• On the Board view of the Pipeline tab, each active opportunity will appear on the board. These are broken down into various pipeline stages.
• To move opportunities to different stages, simply click and hold the opportunity you wish to move. From there, drag it to its new stage.
• Clicking on the name of an opportunity will bring salespeople to the Opportunity details page.

Sort Options

• You can sort the pipeline board using the sort options menu and click the arrow to switch between descending or ascending order

Sorting categories:

• Potential Revenue
• Expected close date
• Actual close date
• Last connected date
• Last sales activity
• Opportunity name
• Created date
• Assigned date
• Qualification

Filter Customization

• To add filters to your table view, click + Add Filter at the top of the pipeline. You can also remove a filter by clicking the X next to the filter's name.

You have a range of filtering options to choose from, including:

• Account
• Type
• Salespeople
• Salesteam
• Status
• Packages
• Products
• Tag
• Expected close date
• Actual close
• Created
• Assigned

Create a New Pipeline Stage

The default pipeline includes four stages: “Lead,” “Contact,” “Qualified,” and “Proposal.” The default percentage is 0%, 20%, 40%, and 60% respectively, and it will show you the revenue forecast based on the percentage of the pipeline stages.

The default pipeline doesn’t fit your business? Don’t worry, you have the flexibility to create custom pipelines and define your own forecast percentages.

Create Pipelines in Vendasta:

1. Log into Partner Center and open the Pipeline by going to CRM > Opportunities > Board.
2. Click the Pipeline view dropdown and select Manage Pipelines.
3. Click Create Pipeline.
4. Give your Pipeline an easily identifiable name.
5. Add your pipeline stages.
6. Assign default percentages for each pipeline stage. These appear in your Pipeline in order of the probability of success you assign them.
7. Click Save to save your new pipeline.