Pipelines

Homesync Pipelines: Streamline Your Workflow

Homesync’s pipelines provide a powerful tool to effortlessly manage your workflows. Whether you’re tracking sales, overseeing software development, or managing a job workflow, pipelines offer the flexibility and organization you need to keep your tasks on track.

What is a Pipeline?

A pipeline represents a single workflow and can contain multiple stages, with each stage hosting several items.

What is a Pipeline Stage?

A pipeline stage is a specific point within a workflow. For example, in a sales pipeline, you might have stages such as ‘Leads’ and ‘Contacted’. You can add contacts to the ‘Leads’ stage, and when you’ve contacted them, drag them to the ‘Contacted’ stage. Each stage allows you to move items seamlessly from one point to another, maintaining a clear and organized workflow.

What is a Pipeline Item?

A pipeline item is an individual task within a workflow. Items can be moved between different stages of a pipeline, allowing you to track their progress. In a sales pipeline, an item might include a contact, helping you track which stage of the sales process a prospective client is in. Pipeline items can store a wide array of information, including:

• Name

• Description

• Attached Files

• Attached Contacts

• Assigned Users

• Labels

• Due Dates

• Potential Dollar Value or Point Value

How to Create a Pipeline

1. Click ‘Pipelines’ in your navigation bar.

2. Click the ‘Create new pipeline’ box.

3. Create a name for your pipeline.

4. Click ‘Save’.

How to Edit a Pipeline

1. Click ‘Pipelines’ in your navigation bar.

2. Select the pipeline you wish to edit.

3. Click the options (three dots) button at the top right corner of the screen.

4. Click Edit Pipeline in the drop-down menu.

5. Edit the fields you want to change.

6. Click ‘Save’.

How to Delete a Pipeline

Deleting a pipeline will remove all the stages and items within it.

1. Click ‘Pipelines’ in your navigation bar.

2. Select the pipeline you wish to delete.

3. Click the options (three dots) button at the top right corner of the screen.

4. Click Delete Pipeline in the drop-down menu.

5. Confirm you want to delete the pipeline.

How to Create a Pipeline Stage

1. Click ‘Pipelines’ in your navigation bar.

2. Select the pipeline you wish to add a stage to.

3. Scroll as far right as possible (swipe on mobile).

4. Click the “+ Add new Stage” button.

5. Create a stage name and description.

6. Click Save.

By utilizing Homesync’s pipelines, you can efficiently manage and organize your tasks, ensuring that your workflow remains smooth and productive. Whether for sales tracking, project management, or job workflows, pipelines offer the flexibility and control you need to succeed.