Build a Pipeline

From the Ivorey main menu, go to Pipelines > click on the [Pipelines] tab > and click [Create Pipeline]

Give your pipeline a relevant Name > and set how your pipeline stage colours should display:

1. Default - no colour

2. Colored dot

3. Background tint

Edit the default Stage Names to what will be relevant for your process > and click the [+ Add stage] button to add more stages, as needed:

1. Use the [⋮⋮] drag dots, to re-order your stages

2. Click the trash can icon to delete a stage

3. Under Show in Reports, select how each stage should appear in your Dashboard, from the drop-down

4. Once you’ve finalised your stages, click the [Create] button, at the bottom

Your new pipeline will appear in the table, showing the Pipeline name, the No. of Stages, when it was last Updated, and the Actions you can take > under the Actions column, click the [⋮] three dots on your new pipeline:

1. Edit - adjust the name, stages, colours, and Smart Tags (more on this to follow)

2. Duplicate - create a copy, to edit and adjust as needed

3. Manage permissions - select who can view your pipeline:

   1. Share with all users - select either View Only, Edit, or No Access

   2. Share with selected users - select either View Only, Edit, or No Access > and select which users to share with

   3. Exclude specific users - select either View Only, Edit, or No Access > and select which users to exclude
      
      Note: account admins will always have full access.

4. Copy link - grab the link to this pipeline

5. Delete

Click [ Edit] > and click on the [Smart Tags] tab to set up rule-based colour labels that automatically appear on your opportunity cards based on the conditions you define. Select a Pre-Built Tag from the drop-down menu, or click [+ Add Smart Tag]:

1. Give your tag a relevant Label Name (e.g. VIP, Referral Lead, etc.) > provide a quick Description to explain what this tag means > select a tag Color > choose whether this tag should apply to all of your pipelines > and click [Next: Add Rule]

2. Select a filter from the first drop-down menu (e.g. owner, opportunity value, opportunity source) > from the second drop-down, select a condition (e.g. is, is not, greater than) > from the third drop-down, select or enter the value (e.g. a specific team member, date, opportunity value, etc.)

3. Click the [+ Add Nested Filter] button, to filter it down further (using AND or OR logic), or click the [+ Add Filter] to add a secondary filter option (using OR logic)

4. Click the [Preview Tag] button, at the bottom, to check if any changes are needed > and click the [Save] button, when you’re ready

5. Repeat to create as many tags as you need > you can then Preview, Edit, or Delete any of your tags > and use the [⋮⋮] drag dots, to re-order your tags

To add opportunities to your pipelines manually, go to the [Opportunities] tab > and click [+ Add Opportunity]

1. ​Select a Primary Contact

2. Edit the Opportunity Name if needed (by default this will auto-fill with the contact’s name)

3. Select which Pipeline and Stage they should be in

4. Select the Status (Open, Lost, Won, or Abandon)

5. Set the Opportunity Value (optional, but recommended if your smart tags are based on opportunity value, and if you want to see revenue data in your Dashboard)

6. Select the opportunity Owner and add Followers (optional)

7. Enter the Business Name and Opportunity Source, as needed

8. Enter an Opportunity ID (optional)

To add opportunities to your pipelines automatically, in any workflow use the Create Opportunity action > and use Fields to set the pipeline stage, status, value, source, etc. as needed