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hello Vipers for today's what's the flow

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I want to show you how you can use

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pipelines to manage more than just your

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sales pipeline you can actually use it

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for things like uh like projects that

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you're managing

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so uh right here we've got a pipeline

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that is designed for work orders so

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you'll see right here where it's not uh

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you know like a deal in and uh the date

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and budget identified and won or lost or

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anything like that

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instead we're looking at estimate

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requested estimate pending estimate sent

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scheduled in progress and completed to

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show an example work order pipeline

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and what's great about this is that it

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can Naturally Fit together with

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the process of earning business and then

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what happens next and it all takes place

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on your contact records on the records

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of your accounts it can involve people

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from within the within your team and

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yeah it just keeps everything in one

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place for you so you're not having to

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have data in one system and data in

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another system

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so

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uh how do you do this well first of all

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you need to have multiple pipelines at

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least assuming that you're also tracking

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your sales pipeline so in this case it's

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under a prospecting right here and we

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can see you have

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the more standard sales stages going on

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here but then right up here you're able

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to

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switch between various uh various

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pipelines that are in your vipcloud

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account

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and in this case we've got work orders

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and you can use this button right here

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create a new pipeline to go straight to

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where you need to go to actually create

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your new pipeline

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so we can go right here give it a name

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plus call work orders too

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this takes you straight to your

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customizations page

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where you can then add and edit your

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various uh your various stages

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say go through edit the stages and

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control where they are in the uh in in

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the pipeline based on percentage with

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the lowest percentages being all the way

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up to the left highest percentages being

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off to the right give it a name and it's

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as easy as that you can go right here to

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edit these and uh yeah and then you're

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off to the races managing uh not just

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your sales pipeline but also your

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projects