Pipelines

Automatically Setting Pipeline Statuses for New Line Items

 

1. Click on Automation

Click on Automation

2. Click on New Workflow

Click on New Workflow

3. Select Line Item From the "Start a Workflow When" Field

Select Line Item From the "Start a Workflow When" Field

4. Choose Contract is Won and Click on Save

Choose Contract is Won and Click on Save

5. Click on the Plus Icon

Click on the Plus Icon

6. A Window Will Appear on the Right Side of Your Screen. Click on Set Pipeline Status

A Window Will Appear on the Right Side of Your Screen. Click on Set Pipeline Status

7. Click on Configuration Required

Click on Configuration Required

8. Click on Related Item and Choose Line Item. *Note: Adding a Description to This Step is Optional*

Click on Related Item and Choose Line Item. *Note: Adding a Description to This Step is Optional*

9. Click on Set To

Click on Set To

10. Choose the Desired Pipeline Status

Choose the Desired Pipeline Status

11. Click on Settings

Click on Settings

12. Name Your Workflow

Name Your Workflow

13. Toggle Workflow Active to ON

Toggle Workflow Active to ON