The Client Pipeline helps you track the progress of your prospective Clients through your sales process and keep a record of leads that were either 'won' (converted from a lead to a paying Client) or 'lost' (not converted; no sale). You can find it via People > Clients > Prospect (Pipeline).
Clients move through the Pipeline to then ultimately be either marked as 'Won' or 'Lost'. You can drag a Client into one of these statuses from the Pipeline view, or select this on the Client's profile page.
Setting a Client to 'Won' means they will show up in your 'Live' Client list and be removed from the Pipeline. What constitutes a win will depend on your company's sales process and is open to your interpretation. Setting a Client to 'Lost' means they will appear under the 'Dormant' tab in your Client list, and they will no longer appear in your Client Pipeline.
An example of a Client sales Pipeline.
Any recently created Clients with the status 'Prospect' set on their profile will appear in the first stage of your Pipeline view. You can use your mouse to drag them to the next stage of your Pipeline as they move through your sales process. You will be able to see how long a certain Client has been in a certain Pipeline stage, as well as any Labels applied to them, and who their Client Manager is. As you move your Clients from left to right they reach the final stages of your sales process.
Customising the Pipeline Stages
Your Pipeline stages are customisable directly from the Pipeline board at People > Clients > Prospect (Pipeline), up to a total of ten stages.
The Pipeline board, showing the Add Stage button on the right.
To add a new Pipeline stage, click the Add Stage button at the right-hand end of the Pipeline board. This will open a panel where you can specify the stage's name and display colour. Once saved, the new stage will appear immediately on the board.
To edit an existing stage, click the pencil icon in the stage's column header. To reorder your stages, drag the grip icon in any column header left or right to the desired position. The new order is saved automatically.
Editing a Pipeline Stage.
By default, TutorCruncher includes three premade Pipeline stages for you to use, but these can be edited or deleted by clicking the pencil icon on the stage, from where you can edit the stage's name and display colour or remove the Pipeline stage altogether.
Note: Which view you land on at People > Clients depends on your Default Client View setting, found via People > Administrators > select the Administrator > Edit Profile. If you expect to see the Pipeline and get the standard Client list instead, check that setting first.