Engager Pipeline is a new feature designed to help accountants & bookkeepers record, track and process more deals when attracting new business.
Please note, the Pipeline is currently free to try. How the Pipeline will be priced will be announced soon.
The Deals board
Accessed by clicking Deals in the heading of the app. The focal point for Engager Pipeline is the Deals board; a kanban style overview of all deals that are being processed or recently won or lost, in columns by stage.
The toolbar at the top of the board has disable auto-refresh, refresh now, card layout, export, reports and + create deal.
Click on a deal to see full details, add comments, edit details, chase colleagues, send a text message or email. The deal window has compose text, compose e-mail, edit and delete buttons, and Comments (with + new comment) and Audit trail tabs.
Adding a new deal
New deals can be added straight from the Deals board (+ create deal), from any individual client profile using the Deals page (in the left navigation panel, under CRM > Deals, select New Deal) or from the Quick actions menu (new deal).
Fill in as many details as you can in Create new deal to help you and your colleagues to progress the deal.
How should the fee be calculated?
The How should the fee be calculated? field can be set to one of the following:
- Manual: you can enter the agreed fee manually, either annual or monthly
- Linked to services: if/when you configure the services for this prospect or client, this option will feed the fees in automatically based on the services defined
- Linked to LoE: if/when you generate a Letter of Engagement for this prospect or client, this option will feed the fees in automatically based on the content of the letter
When you’re done, select Save.
Filtering and view configuration
As with the Jobs board (see Master your Deadlines and Jobs), various sorting and filtering options are available in the left hand panel: Order by, Group by and Filters (closing date, follow up date, client or deal name, deal owner and stage).
Accessing deals from the dashboard
As you’d expect, deals are mentioned on the dashboard.
You can see a quick overview of the current deals in play and jump into the Deals board from here.
Clicking on a specific deal category like Open, will provide a pop-up summary that can then be filtered, sorted or exported (export).
Customisation options
Click your name (top right), select Settings, then on the Deals card select Deal stages.
From here you can customise your deals workflow by adding, removing or editing stages within each of the predefined categories. This gives you control of the number of stages within your deals pipeline so as to make it as simple or as sophisticated as you like.
You’ll notice that the Proposal & LoE workflow is boxed off. This is to ensure the workflow in this area is aligned to the automation that already exists.
Use the Reorder and re-enable stages tick box at the top to change the order of any stages and to see hidden stages if you need to reactivate them.
