How To Set Your Sales Pipeline Preferences

How To Set Your Sales Pipeline Preferences - Lead Progression and Dashboard Date Range Presets

You can access your 'Sales Pipeline Preferences' via Settings>My Details or Settings>My Users>Choose User (if you have User Admin role management rights.

Under the 'My Details' screen there are a number of settings that can be used to set up how you would like your Dashboard to function.  These settings determine the preset filters that will be in place when you first access the Dashboard.  The Sales Pipeline Preferences can be customised for each individual user.



1.  Progression
The Progression filter controls whether the user initially sees leads that are already being worked on, or all leads.  The default is 'Any Progression', however this can also be set for 'New Leads' or 'In Progress'. 
  1. New Leads - The Users Dashboard will initially only see brand new leads that have not been edited by a user
  2. In Progress - The Users Dashboard will initially only see leads that have been updated by a user
2.  Default leads filter to me
The 'Default leads filter to me' check box is used for Lead Managers.  If ticked the user will still have access to view leads for any user they share the Manage Leads role with, however when they first access the Dashboard it will be filtered to show leads under their name only (the user can still filter using the 'User' dropdown to view other leads they have role management rights to view.  If unticked the user will see all leads for all users that they are managers of.

3.  Dashboard Filter By Current Progress Only
The 'Dashboard Filter By Current Progress Only' will determine whether the Progress filter is automatically set to show only the Current Progress the lead is at in the road-to-the-sale, or whether the Progress filter instead is set to filter Progress by any progress the lead has previously been through.

4. Dashboard Date Range Presets 
The Dashboard Date Range Presets determine what your filters are set to when you access the Dashboard.  The Dashboard defaults to filter by your leads 'Next Action Date' (the date you have scheduled the next action for follow up in your calendar).  When set to 'Next Action Date' you will be able to set your Dashboard to automatically display by;
  1. 'Stalled (> 21 Days)'
  2. 'Overdue (-3 to -20 days)'
  3. 'Now (+/- days)'
  4. 'Today'
  5. 'Upcoming (+3 to + 20 days)'
  6. 'Future (>21 days)'
  7. 'Custom' ('Custom' just ensures your Dashboard opens with the Custom date filer already exposed).  
You can choose multiple options by ticking multiple check boxes. 

If you change the Display Date to 'Created Date' the pre-set date range options change to;
  1. 'Today'
  2. 'Yesterday'
  3. 'This Week'
  4. 'Last Week'
  5. 'Custom'
  6. 'All' (note if you select All please be aware this may cause your Dashboard to run slowly depending on how many leads you have in visible in your account)
5.  Prospect Date Range Presets
If the User has the Prospect & CRM Follow Up role they will also see the Prospect Date Range Presets.  As with the Dashboard this can be set to 'Next Action Date' or 'Created Date'.  The Date Range filters are the same as those available on the Dashboard Date Range Presents.

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