Sales - Pipeline Settings 📆

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Why This Matters to Your Business 🚀

Pipeline Settings in Movegistics 5.0 are essential for tracking and managing every stage of your customer's journey—from initial inquiry to job completion. When used correctly, they help you:

• ✅ Create consistency across departments (Sales, Billing, Operations)

• ⚡️ Identify bottlenecks quickly

• 🙌 Boost team accountability and follow-through

• 📊 Improve lead conversion through better tracking and forecasting

With clear pipelines in place, your teams can act faster, prioritize smarter, and deliver a better customer experience every step of the way.

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Navigating to Pipeline Settings

1. Click the gear icon at the top-right of your Movegistics dashboard.

2. Expand the Sales section from the left sidebar.

3. Click on Pipelines to open the Pipeline Settings module.

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Understanding Pipelines and Their Importance

A pipeline is a structured set of stages that a work request or lead progresses through. Each department can have its own unique pipeline:

• Sales Pipeline: Lead Qualified → Estimate Sent → Move Booked

• Operations Pipeline: Move Scheduled → In Progress → Completed

• Billing Pipeline: Invoice Sent → Payment Received → Overdue

• Customer Feedback: Feedback Requested → Received → Addressed

Using pipelines allows your team to:

• Clearly define ownership at each stage

• Track pipeline health using win probabilities

• Identify stalled leads or jobs

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Managing and Editing Pipelines

Step 1: Select or Create a Pipeline

• Click on the Pipelines tab

• Choose a pipeline to edit or click Add Pipeline to create a new one

Step 2: Customize Stages

• Add stage names (e.g., Scheduled, Delivered)

• Set a win probability for each stage to help forecast sales success

• Use the trash icon to remove stages as needed

Step 3: Set Default Pipeline & Stage

• Go to the Default Settings tab

• Choose a default pipeline and stage that will be auto-applied for new work requests

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Visualizing & Tracking Pipelines 📊

Pipeline stages appear as progress bars in the main dashboard, with:

• Total number of jobs per stage

• Percent completion based on win probability

• Card-based view showing job details and scheduled dates

This lets your team quickly assess workload, track progress, and prevent bottlenecks.

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Automating Pipeline Transitions ⚙️

Some actions in Movegistics can auto-advance a lead or job to the next pipeline stage. For example:

• Booking a survey may move a job from "Qualified" to "Survey Scheduled"

• Sending an estimate may move a job from "Estimate Sent" to "Follow-up Required"

Manual stage changes are also possible for more complex or non-standard workflows.

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Final Thoughts 👍

Setting up your pipelines correctly ensures every team knows where each job stands, improving collaboration and customer satisfaction. Make it a habit to review your pipeline stages monthly to stay aligned with your business goals.

Need help? Reach out to [e-mail] and we’ll guide you through the best practices for configuring your workflows.

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