Team Pipelines is a new feature that is being rolled out to customers in phases. Accounts that have Team Pipelines enabled, will have Pipelines module instead of Deals module. If you need any assistance regarding Team Pipelines please reach out to support@bigin.com

Overview 

Small businesses have limited resources, often forcing small teams to juggle a variety of business activities, such as:

1. Following up with prospects
   
2. Resolving customer tickets
   
3. Issuing refunds
   
4. Onboarding new customers
   
5. Collecting testimonials from happy customers

Are Team pipelines the same as generic pipelines?  

1. Create different pipelines based on the team's operations
   
2. Add custom record name and fields for each pipeline
   
3. Customize stages for each pipeline
   
4. Allow users to access team-specific pipelines

Availability  

1. Team Pipelines - Express - 3/org and Premier - 5/org
   
2. Additional Team Pipelines can be purchased as an add-on for 5 USD/Team Pipeline.
   
3. Users with Administrator profile can create team pipelines.
   

Getting started with Team Pipelines  

1. Create from scratch - Create a blank pipeline from scratch by defining your own fields and stage.
   
2. Clone from a Template - Choose a predefined pipeline template from our library. You can later customize it further to your needs.

To create a pipeline from scratch   

1. Go to the Pipelines module in your Bigin account.
   
2. Click   button.
   
3. Select New Team Pipeline option.
   
   
4. In Create from scratch section, click Start Creating.
   
5. In the Basic Info stage:
   
1. Enter the Pipeline name.
   
2. Choose an appropriate icon to represent the Team pipeline.
   
3. Enter a name for the records in the pipeline in Plural and Singular.
   
4. Pipeline Permissions: Select the profiles that can access this pipeline.
   
   
6. Click Next.
   
7. In the Stages section, enter the open stages and closed stages for the pipeline. Click on to add more stages, and to delete a stage.
   
   
8. Click Next.
   
9. In the Fields stage, customize the pipeline by removing unnecessary fields, adding the desired fields from the Unused fields column. Alternatively, you can also create custom fields for this pipeline by clicking the +Custom Field button.
   
   
10. Click Save.

Note:

1. The maximum number of sub-pipelines 5 * (No. of Team Pipelines in your org). For example, if your organization has 3 Team Pipelines, then you can create 15 sub-pipelines in your org.
   
2. The number of Sub-pipelines/Team Pipeline can vary. For example, Team Pipeline A can have 2 sub-pipelines, Team Pipeline B can have 1 sub-pipelines, Team Pipeline C can have 5 sub-pipelines etc.,
   
3. The maximum number of stages that you can have in a pipeline is 25, including the default stages.
   
4. There must be at least two open stages in the pipeline.
   
5. There can be up to five closed stages in a single pipeline and you can also create a pipeline without any closed stages at all.

To clone from a Template   

1. Go to the Pipelines module in your Bigin account.
   
2. Click   button.
   
3. Select New Team Pipeline option.
   
4. In Clone from a Template section, click Pick a Template.
   
   
5. Choose a template from the list of available templates and click Use this Template.
   
   

Sub-pipelines 

To create a sub-pipeline 

1. Go to the Pipelines module in your Bigin account.
   
2. Select the desired Team Pipeline.
   
3. Click the (+) button at the bottom of the page to create a new sub-pipeline.
   
   
4. Enter the sub-pipeline name, open stages, and closed stages for the sub- pipeline. Click on to add more stages, and to delete a stage.
   

Automatically move records from one Team Pipeline to another Team Pipeline with Connected Records. 

Rearrange Sub-pipeline 

Click and drag to rearrange the sub-pipelines. 

Change Pipeline/Stage in Bulk

You may now select multiple records from any pipeline and move them to a different stage, sub-pipeline, or team pipeline. 

Convert Sub-pipeline to Team Pipeline 

Users who have recently started using Team Pipeline had certain challenges when attempting to move their existing sub-pipeline into a new separate team pipeline.  But this option will let you to convert a sub pipeline into a team pipeline. With this feature you can convert any sub pipeline into a team pipeline. You will need to provide the needed details for creating a pipeline, and also you can add the fields required. 

Editing Pipelines     

To rename a Team Pipeline   

1. Go to the Pipelines module in your Bigin account.
   
2. Hover over the Team Pipeline you want to rename and click the more icon.
   
3. Select Edit Basic Info.
   
4. Enter the new name.
   
5. Click Save.

To rename a stage   

1. Go to the Pipelines module.
   
2. Hover over the desired Team Pipeline and click the more icon.
   
3. Select Manage Stages.
   
   
4. Hover over the stage you want to rename and click the Edit icon.
   
5. Enter the new name and choose from the following options:
   
1. Only in this sub-pipeline - if you want the new stage name to reflect only in this sub-pipeline.
   
2. Rename this stage in other pipelines - if you want the new stage name to reflect in all the pipelines.
   
   
6. Click Save.

To add a stage    

1. Go to the Pipelines module.
   
2. Hover over the desired Team Pipeline and click the more icon.
   
3. Select Manage Stages, then click +Stage.
   
   
4. Choose an existing stage from the drop-down or click + New Stage and enter the stage name.
   
5. Click , then click Done. 

To replace a stage   

1. Go to the Pipelines module.
   
2. Hover over the desired Team Pipeline and click the more icon.
   
3. Select Manage Stages.
   
   
4. Hover over the stage you want to replace and click the more icon.
   
5. Click Replace Stage.
   
   
6. Select the stage you want to replace with from the drop-down.
   
7. Click Replace.

To reorder stages in a pipeline   

1. Go to the Pipelines module.
   
2. Hover over the desired Team Pipeline and click the more icon.
   
3. Select Manage Stages.
   
   
4. Drag and drop the stage to reorder stages in that pipeline.

Working with Pipelines   

Collapsing or expanding columns   

1. Go to the Pipelines modules, then go to the desired pipeline or sub-pipeline.
   
2. Click the Collapse icon at the bottom of the column.
   
   Alternatively, click on the more icon, then select Collapse stage to collapse a column.
   
   
3. Click on the column if you want to expand it again.

Resizing columns in a Pipeline   

1. Go to the Pipelines modules, then go to the desired pipeline or sub-pipeline.
   
2. Move your mouse pointer to the boundary of the column.
   
3. Drag and resize the column to the desired width.
   
   

Reordering Stages in a Pipeline   

1. Go to the Pipelines modules, then go to the desired pipeline or sub-pipeline.
   
2. Drag the stage column you want to reorder and drop it in the desired location.
   
   

Adding a stage to a Pipeline    

1. Go to the Pipelines modules, then go to the desired pipeline or sub-pipeline.
   
2. Move your mouse pointer to the stage after which you want to add a new stage.
   
3. Click the More icon and select New Stage from the dropdown list.
   
   
4. Enter a name for the stage and click Save.

Personalize your pipeline view with Customize cards!

1. Click the more Customize Cards icon on the right corne.
   
2. Select the desired fields. You can also re-order the displayed fields her
   
   

Click Save and the displayed details are customized as per your preference.

Deleting a Pipeline   

1. Records in this pipeline
   
2. Workflows
   
3. Email Templates
   
4. Tags
   
5. Email-In aliases (if configured for this pipeline)
   
6. Stage transition rules and closure restrictions

 You can export the records in the pipeline before deleting it. 

To delete a Team Pipeline  

1. Go to the Pipelines modules.
   
2. Hover over the desired Team Pipeline and click the more icon.
   
3. Select Delete pipeline.
   
   
4. Select the checkbox confirming 'I understand the consequences of deleting this pipeline'.
   
5. Click Delete Pipeline.
   

To delete a Sub-pipeline 

1. Go to the Pipelines module > Team Pipeline.
   
2. Hover over the desired sub-pipeline and click the more icon.
   
   
3. Click Delete.