Delivery Pipeline: A light project management tool for Won Deals

The Delivery Pipeline is a light project management tool for won sales deals.

Once you mark a deal as won in a Sales Pipeline, you can move it to a Delivery Pipeline.

It lets you track won deals in the post-sales cycle in a simple and interactive Kanban view.

Plans: Only available on the Business plan.

Create/Configure a Delivery Pipeline

Create a new Delivery Pipeline

1
To add a Delivery Pipeline, navigate to your Pipeline Page → click on the downward arrow next to the Pipeline name at the top left-hand side of the page → click on + Add Pipeline.

Pipeline Page | In the top left corner select the downward arrow next to the pipeline name and click +Add pipeline

2
In the Add pipeline pop-up, select the Delivery Pipeline → click Add to continue.

3
Type the name of your Delivery Pipeline → edit the Stages as required, see details here → click Save.

Notes:

  • You can rename Pipelines by clicking on the gear icon → update/edit the name → click Save.
  • By toggling the slider below the deal stages to green, you can open the associated Contact when clicking on a deal card.

Configure an existing Delivery Pipeline

1
Navigate to the Pipeline page → open the appropriate Pipeline → select the Gear icon.

2
In the pop-up window, you can edit the Pipeline name and Stage names as required.

Click on the:
  • blue plus (+) icon - to add a new deal stage → type the probability percentage in the % column and the stage name.
  • red minus (-) icon - to remove a deal stage.
  • click into an existing deal stage name or percentage to edit it.

    • Once you have completed the update → click Save.

    Remove a Delivery Pipeline

    1
    Navigate to your Pipeline Page → select the appropriate Pipeline from the downward arrow next to the name at the top of the page → click on the Gear icon.

    2
    In the pop-up window → click Delete Pipeline.

    3
    You will be requested to select a Sales or Delivery Pipeline to which you want to move the associated deals. Once selected → click Move and delete.

    Note: Any existing deals will be moved to the first deal stage of the selected Pipeline.

    View Delivery Pipelines

    To view your Delivery Pipelines, navigate to your Pipeline Page → click on the downward arrow next to the Pipeline name at the top of the page → select the appropriate Pipeline name.

    Multiple Delivery Pipelines

    For many delivery processes, the stages are similar across projects, so a single Delivery Pipeline is often sufficient. However, if you offer different products or services, and each follows a distinct post-sale process, multiple pipelines with tailored stages may be needed.

    These pipelines are meant to support different processes, not manage things like currency differences.

    1
    To add another Delivery Pipeline, navigate to your Pipeline Page → click on the downward arrow next to the Pipeline name at the top left-hand side of the page → click on + Add Pipeline.

    2
    In the Add pipeline pop-up, select Delivery Pipeline → click Add to continue.

    3
    Type the name of your Delivery Pipeline → edit the Stages as required, see details here → click Save.

    Note:

    You also have the option to choose between the following 2 options when clicking on a deal card:

    • Open the Won Deal View
    • Open the associated Contact

    Add/Move Deals to the Delivery Pipeline

    A deal can be added to the Delivery Pipeline by creating a new deal from either the Contact page or on the Delivery Pipeline page directly.

    Add new a Deal

    Add a deal from the Contact Page

    Open contact → click on the + Deal button → select a Delivery Pipeline from the dropdown at the top.

    Add a Deal from the Delivery Pipeline Page
    1
    Open the Pipeline Page → click on the orange Add Deal button under the name of the Pipeline.

    2
    In the create a deal pop-up window, select a Delivery Pipeline from the dropdown at the top.

    Note: New deals can also be added directly on the Delivery Pipeline page by clicking on the blue Add Won Deal button.

    Move an existing deal to the Delivery Pipeline

    To move a deal from the Won Column of a Sales Pipeline → click on Move in the deal card → select a Pipeline under Delivery Pipeline.

    Alternatively, you can edit a deal to change the Pipeline they are assigned to.

    Delete Deals from the Delivery Pipeline

    Delete a deal from the Contact Page

    Open the contact assigned to the deal → locate the deal you wish to delete → select the 3-dots menu and select Delete Deal from the dropdown.

    Delete a Deal from the Delivery Pipeline Page
    1
    Open the Pipeline Page → select the deal you wish to delete.

    2
    Select the 3-dots menu → click on Delete Deal.

    Archive Deals from the Delivery Pipeline

    Delete a deal from the Contact Page

    Open the contact assigned to the deal → locate the deal you wish to delete → select the 3-dots menu and select Delete Deal from the dropdown.

    Archive a Deal from the Delivery Pipeline Page

    Open the Pipeline Page → select a deal card and simply 'drag and drop' it to the top of the page over Archive.

    Alternatively, you can also click on the Archive icon on the Deal card itself.

    Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

    Still need help? Contact Us Contact Us

    Related Articles