We're excited to introduce the brand-new Pipeline Module, giving you a complete view of your sales journey from Prospect through to Quotation in one streamlined place.

How to Set Up the Pipeline Module

1. Go to Settings > Preferences and enable the Pipeline Module in the Pipeline panel.
2. Navigate to Settings > Data Lists and add or edit your Pipeline Stages to match your sales process.
3. Open your Prospect / Lead Stages and, for each stage, select the appropriate option in the Mapped to Pipeline Status dropdown.
4. Repeat the same process within the Quotation Statuses panel.

Once configured, prospects, leads and quotations will automatically appear in the correct Pipeline stage.

What's New?

The new Pipeline module combines Prospects, Leads, and Quotations into a single pipeline view, grouped by Pipeline Stage. You'll also see the total value of opportunities within each stage, helping you understand the health of your sales pipeline at a glance.

Key Benefits

✅ One Complete View – Track your entire sales process from initial enquiry through to quotation without switching between modules.

✅ Better Visibility – Instantly see where opportunities are sitting within your pipeline and identify bottlenecks.

✅ Accurate Forecasting – View the combined value of opportunities at each stage to better predict future revenue.

✅ Improved Efficiency – Reduce time spent navigating between Prospects, Leads and Quotations by managing everything from a single screen.

✅ Customisable to Your Business – Create pipeline stages that reflect your unique sales process and workflows.

The new Pipeline Module provides a clearer picture of your sales performance, helping your team prioritise opportunities and close more business.