We’ve made several improvements to the SitePad Pipeline to make it easier to understand and manage your sales opportunities at a glance.

Setting Up the Pipeline

1. Go to Settings > Preferences and turn on the Pipeline module.
2. Go to Settings > Data Lists > Pipeline Status. Create or edit the Pipeline stages to match your business sales process.
3. Under Prospect/Lead Stages, select each stage and map it to the appropriate Pipeline Stage.
4. Repeat this process for Quotation Statuses, mapping each quotation status to the relevant Pipeline Stage.

Once configured, Prospects, Leads and Quotations will automatically appear in the correct stages within the Pipeline.

Colour-Coded Records & Filters
Prospects, Leads and Quotations now have their own colour-coded labels, making it instantly clear which type of record you’re looking at. You can also filter the Pipeline by record type to focus on exactly what you need.

New Pipeline KPIs
New KPI cards give you an instant view of the total value of your sales pipeline, alongside the value sitting at each individual pipeline stage – such as New, Qualified and Won.

Giving sales teams a faster, clearer view of what's in the pipeline, where opportunities are sitting and their potential value.