The Business Pipeline is a management tool to display results of Marketing and Project activities for a group of Users or a single User between two selected dates.
To Show Marketing Activities for a Named User:
1.Open the Marketing Activities tab.
2.Tick the User option.
3.Select a User from the drop down list.
4.Select a date range.
5.Click Refresh Activity History.
To Show Marketing Activities for a Group of Users:
1.Open the Marketing Activities tab.
2.Tick the Group option.
3.Select a Workgroup from the drop down list.
4.Select a date range.
5.Click Refresh Activity History.
Example: Business Pipeline Marketing Activities
To Show Project Activities for a Named User:
1.Open the Project Activities tab.
2.Tick the User option.
3.Select a User from the drop down list.
4.Select a date range.
5.Click Refresh Activity History.
To Show Project Activities for a Group of Users:
1.Open the Project Activities tab.
2.Tick the Group option.
3.Select a Workgroup from the drop down list.
4.Select a date range.
5.Click Refresh Activity History.
Example: Business Pipeline Project Activities
To Show Job Order Activities for a Group of Users:
1.Open the Job Order Activities tab.
2.Tick the Group option.
3.Select a Workgroup from the drop down list.
4.Select a date range.
5.Click Refresh Activity History.
Example: Business Pipeline Job Order Activities
To Show Business Pipeline Report(s) for a Group of Users:
1.Open the Project Activities tab.
2.Tick the Group option.
3.Select a Workgroup from the drop down list.
4.Select a date range.
5.Click Refresh Activity History.
Example: Business Pipeline Reporting
