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</style><p><span style="font-size: 11pt;"><strong>In this guide we will cover:</strong></span></p><p><span style="font-size: 11pt;"><strong>- Enabling the Pipeline Feature</strong></span></p><p><span style="font-size: 11pt;"><strong>- Linking Workflow Steps to Pipeline Stages</strong></span></p><p><span style="font-size: 11pt;"><strong>- Pipeline Stage on an Opportunity Ticket</strong></span></p><p><span style="font-size: 11pt;"><strong>- Pipeline Stage in Lists</strong></span></p><p><span style="font-size: 11pt;"><strong>- Grouping by Pipeline Stage on Column Profiles</strong></span></p><p><span style="font-size: 11pt;"><strong>- Ticket Rules from Pipeline Stages</strong></span></p><p><span style="font-size: 11pt;"><strong>- Restricting Pipeline Stages</strong></span></p><p><br></p><p><br></p><p><strong>Admin Guides:</strong></p><ul><li style="font-weight: bold;"><a href="https://usehalo.com/halopsa/guides/1854/" rel="noopener noreferrer" target="_blank"><strong>Sales General Settings</strong></a></li><li style="font-weight: bold;"><a href="https://usehalo.com/halopsa/guides/1856/" rel="noopener noreferrer" target="_blank"><strong>Sales Views</strong></a></li><li style="font-weight: bold;"><a href="https://usehalo.com/halopsa/guides/1832/" rel="noopener noreferrer" target="_blank"><strong>Workflows</strong></a></li></ul><p><br></p><p><strong>Related Guides:</strong></p><ul><li><a href="https://usehalo.com/halopsa/guides/1871/" target="_blank" rel="noopener noreferrer"><strong>Operational-Level Agreements (OLAs) on Workflows</strong><br></a></li><li><a href="https://usehalo.com/halopsa/guides/1923/" target="_blank" rel="noopener noreferrer"><strong>Ticket Rules</strong><br></a></li><li><a href="https://usehalo.com/halopsa/guides/933/" rel="noopener noreferrer" target="_blank"><strong>Workflows</strong></a></li></ul><p><br></p><p>HaloPSA allows for Opportunity Workflow steps to be allocated to a 'Pipeline Stage'. This allows for the Opportunity to be easily updated to a specific workflow step via adjusting the Opportunities Pipeline Stage.</p><p><br></p><p><strong><span style="font-size: 14pt;">Enabling the Pipeline Feature</span></strong></p><p>Pipeline Stages are enabled in Configuration > Sales > General Settings.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjYwOWZiMTE0LTI3YjQtNGExZS1iOTViLTZmNjg1YzRmYTE2MSJ9.apEgf3dvzN-ypgTAi_AhK25nY3PEveIvpZ0valwM_Pw" class="fr-fic fr-fil fr-dib" width="741" height="402"></p><p><strong><span style="font-size: 10pt;">Fig 1. Enabling Pipeline stages in Configuration > Sales > General </span></strong></p><p><br></p><p>Once enabled, you will find a 'Pipeline Stages' option appear directly below the checkbox. Clicking into this will return the list of Pipeline Stages and is where you can amend the list to fit your Sales Pipeline. An option is also present for setting the default Pipeline Stage for new Opportunities (<strong>Fig 1</strong>).</p><p><br></p><p><span style="font-size: 14pt; color: rgb(0, 0, 0);"><strong>Linking Workflow Steps to Pipeline Stages</strong></span></p><p>Once enabled, you will find an option present within your Workflow steps.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijc5MzVmMzQ0LTFlZWItNDNjMS1hODg4LWFjNzhhOWNmZjA5OSJ9.jQllV9HvVMiakqBnVvrHS_Zps2HV581YtzL7ON8o9Nc" class="fr-fic fr-fil fr-dib" width="991" style="width: 993px; height: 488.763px;" height="489"></p><p><strong><span style="font-size: 10pt;">Fig 2. Pipeline Stage option within Workflow Step </span></strong></p><p><br></p><p>This option will allow you to associate a given Workflow step with a Pipeline Stage.</p><p><br></p><p><strong><span style="font-size: 14pt;">Pipeline Stage on an Opportunity Ticket</span></strong></p><p>You will also find that the "Pipeline Stage" will appear against Opportunity details, below the Status icon.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjcxNWUzZTk4LTA5MzktNGRiNy1hNjViLTQxOWY2YTAzYzg3YiJ9.AWb7lG7moFTvRq83NCbBWw74lKZ2lbuO1B24cN93Nww" class="fr-fic fr-fil fr-dib" width="244" height="214"></p><p><strong><span style="font-size: 10pt;">Fig 3. Pipeline Stages against an Opportunity</span></strong></p><p><br></p><p>The syncing between Pipeline Stages and Workflow steps is two-way, i.e.: as you progress through the Workflow and move to a new step, the Opportunity's Pipeline Stage will be updated to the Pipeline Stage associated to the respective Workflow step, and updating the Pipeline Stage on an Opportunity will move it to the associated Workflow step:</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjlhNzNjMjE1LWFlMWEtNGViMS04NDdlLWNjOWQxMGRlYWIzNCJ9.aHoZCCLDnSMadFDHgk7DoKjJUdRYKqAJgjgy8AHfRo0" class="fr-fic fr-fil fr-dib" width="262" height="307"></p><p><strong><span style="font-size: 10pt;">Fig 4. Editing the Pipeline Stage on an Opportunity</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Pipeline Stage in Lists</span></strong></p><p>There will be a "Pipeline View" populated in the "My Lists" view if you are on a trial of HaloPSA, if not it can be set up the following way.</p><p><br></p><p>Click to "My Lists" in the CRM/Sales area:</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjAyMGI5NTUzLTJhNmUtNGJkMS1iZGYwLTA0ZTI2NTMwZWIyOCJ9.Y0ywqLhOk0yEuXffJWHLwbzUNg_fMrDr_ljVzW8QYQ4" class="fr-fic fr-fil fr-dib" width="258" height="481"></p><p><strong><span style="font-size: 10pt;">Fig 5. Clicking into "My Lists"</span></strong></p><p><br></p><p>Once going into the "My Lists" there will be an option to "Create a new list" at the bottom. Click this and set it up the following way:</p><p><br><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjVlMGU1OGM3LWM5YzUtNDkxNy1iNDViLTRiYjFkZWQ1YzJlYiJ9.IsBgjvl2I_c4QL0rgcOOEhGd6dXdLx7dnWqJFKTIObM" class="fr-fic fr-fil fr-dib" width="977" style="width: 979px; height: 526.525px;" height="527"></p><p><strong><span style="font-size: 10pt;">Fig 6. Configuring the Pipeline List Details Tab</span></strong></p><p><br></p><p>You can lock the list <strong>"List display type"</strong> to i.e.<strong> "Lock to Kanban view"</strong>. The filters Tab on the new list can be configured how you see fit:</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjdlOTE4NmM5LTNlOGItNDgzYS1iNGI2LTdmNGMxNmQ3NGE0NCJ9.hUW0umLSiLIf20ufRD_MBtr-V4X81o5_v8CPG37UGNs" class="fr-fic fr-fil fr-dib" width="987" style="width: 989px; height: 403.588px;" height="404"></p><p><strong><span style="font-size: 10pt;">Fig 7. Adding Filters To Your List</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Grouping by Pipeline Stage on Column Profile</span></strong></p><p>To group by pipeline stages on your ticket list, you can add the grouping on the column profile (Configuration > Sales > Views > Column Profiles).</p><p><br></p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjdjMGY4NzUyLTdhOGMtNGY0YS1iZmNkLTI3ZjU3NTc3MDM3NyJ9.FQwa0YnroNa6FiDk8eZRlJDeAOIl670cIiGDADL6XVQ" class="fr-fic fr-fil fr-dib" width="989" style="width: 991px; height: 430.458px;" height="430"></strong><strong><span style="font-size: 10pt;">Fig 8. Grouping By Pipeline Stage</span></strong></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRkYTlhNTU2LTA4MmYtNDc2Mi1iMjQwLTc0MGZkY2M1YjA2NCJ9.ch7Kwpr-h-yHRdfB_KMthMuAwrxE1Ey4vKxs0T2-rko" class="fr-fic fr-fil fr-dib" width="470" height="417"></p><p><strong><span style="font-size: 10pt;">Fig 9. List Showing The Pipe Line Stages With Grouping</span></strong></p><p><span style="font-size: 11pt;"><br></span></p><p><strong><span style="font-size: 14pt;">Ticket Rules from Pipeline Stages</span></strong></p><p><span style="font-size: 11pt;">Pipeline stages can be used as criteria for ticket rules. This can be useful for if you wish to add extra criteria for something to trigger, rather than just the workflow stage moving.</span></p><p><br></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjhkMGZmMTMwLWIzNDQtNGRjZC04MzBhLWY2YWFmNjE0OGYyYyJ9.VgRil4IvPKpUwOqrxA2jvejXEgEGaGgF9jV0c4X694E" class="fr-fic fr-fil fr-dib" width="693" height="283"></span></p><p><br></p><p><br></p><p><strong>Fig 10. Selecting the Pipeline Stage ticket rule criteria.</strong></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImM2OTc1NjI1LWI1ODEtNDliYi1iZmM2LWVmNWIyMjY3NzViYyJ9.SAxgUYXxNNFapT7g5C5wr1MO9SlhMFlrVLANVg4QL3c" class="fr-fic fr-fil fr-dib" width="692" height="328"></p><p><strong>Fig 11. Selecting the rule type and stage.</strong></p><p><br></p><p><br></p><p>This configuration has given the criteria shown in the table in <strong>Fig 12</strong>. Outcomes can then be set on the ticket rule as usual, and the rule will be triggered once the ticket reaches that pipeline stage and any other criteria set is met. In this example, I may want to assign the ticket to a certain agent if the opportunity was categorised as an upsell during the proposal stage.</p><p><br></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImRkMDZmZGY1LWRhOGYtNGJlMS05MmU3LTMzNTk3ODI3ZWY2NCJ9.Y7xCOipt1T4Ahxm0_-mfFUUCfwwJrwbVdHeUWnSmXvA" class="fr-fic fr-fil fr-dib" width="1214" style="width: 1216px; height: 593.45px;" height="593"></span><strong><span style="font-size: 10pt;">Fig 12. Pipeline stage criteria on a ticket rule.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Restricting Pipeline Stages</span></strong></p><p>Pipeline Stages can be restricted per Opportunity Type (this option will not show on Ticket Types). Navigate to Configuration > Sales > Opportunity Types > Allowed Values tab, and disable "Allow All Pipeline Stages". In the table that appears below, set the Pipeline Stages you wish to allow.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImVmZjkzZTdlLTY2NmQtNDY1ZC04N2M1LWQwZThhMzZhMzYxMyJ9.sUj_nyHliswQvcjcyF-mY1PHiJYInhOMku4NpeU2RCs" class="fr-fic fr-fil fr-dib" width="1211" style="width: 1213px; height: 520.411px;" height="520"></p><p><strong><span style="font-size: 10pt;">Fig 13. Restricting allowed Pipeline Stages.</span></strong></p><p><br></p>
