---
title: "CRM > Create a Pipeline R12"
canonical: "https://technology.bytangram.com/space/TGKB/691798061/CRM%20%3E%20Create%20a%20Pipeline%20R12"
format: markdown
---
In WorkBook new business activity can be tracked via the CRM module and **pipelines** are used to track and forecast these new business opportunities. 

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## CREATE A PIPELINE

- To create a pipeline, go to > **pipelines** > click **create new pipeline** :Create_pipeline: icon and in the pop-up complete the following fields:
  - **Resource:** select a Client or Prospect from the list.
  - **Contact: **select an exisiting contact name or click the** **:Add_new: icon to ‘Create new contact’.
  - **Company: **defaults to your company (but if you have access to multiple companies you can select the relevant company here).
  - **Currency: **select the correct currency for the opportunity. Options will reflect the currencies that are set-up in your system.
  - **Responsible: **the person responsible for the pipeline. This will default t*o your name. *
  - **Name: **give the pipeline a recognisable name.

![image](media://17dff781-635b-4495-aedb-dc73e7500e11)

- If dimensions have been ‘enabled on pipeline’ or ‘required on pipeline’ (in settings > dimension setup), continue to the ‘**dimensions**’ tab and enter the required values from the available options in the dropdown fields.
- Click** ok**

![image](media://faa85e2c-5ed6-4f60-83ae-a97404f4ea68)

- A pipeline record has now been created, the next step is to complete additional fields to quantify the opportunity.
- Click the ‘**show/hide pipeline card**’ icon :Show/hide_pipeline_card: and in ‘**pipeline details**’ tab complete the additional fields:
  - **Active: **this will default to active and can be unchecked when the opportunity is inactive
  - ***Rating: **select from the available options, i.e. New Lead; Pitch; Existing customer - new work etc.
  - ***Status:** select from the available options. Each status is aligned to a probability which in turn weights the value of the opportunity for the purposes of forecasting
  - **Stage (locked): **this field is locked and will update automatically when the Status is changed
  - **Start date: **date you expect the opportunity to commence
  - **Months:** expected duration of the job (start to finish), i.e. 3 months
  - **Probability: **will update automatically to align with Status, you can also update the value manually as required
  - **Net revenue: **total value of the work less purchases
  - **Expected NR (locked): **this field is locked and will update automatically = Net revenue * Probability
  - **Expected monthly NR (locked): **this field is locked and will update automatically = Expected NR / Months
  - **Gross revenue: **total value of the work including purchases (optional field)
  - **Comments:** a** **free text field to add notes

> 📝 ***Ratings** and **statuses **are unique to your system and are usually setup by your consultant or a system administrator during implementation.

![image](media://ff931a0f-e8a6-4e3b-a820-9a0a0a72059e)

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## REVIEW/MANAGE A PIPELINE

- Go to **pipelines** to see the list of current opportunities based on your filter settings
- Select a pipeline from the list and click **show/hide pipeline card** :Show/hide_pipeline_card: icon to review details and update accordingly as the opportunity progresses

![image](media://9b6d53b3-afab-45ef-b21c-c419997f4508)

- The vertical tabs on the pipeline card include:

| **TAB** | **DESCRIPTION** |
| --- | --- |
| **Pipeline details** | Update fields as required, see create new pipeline instructions above |
| **Pipeline resource activities** | View, create and delete [activities](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/646316047/CRM+%3E+Activities) against the pipeline |
| **Pipeline log** | See the [pipeline log](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/646447128/CRM+%3E+Pipeline+Log) for all updates made to the selected pipeline |
| **Pipeline dimensions** | If dimensions are enabled and required on pipelines you can view and update them here (dimensions are setup and managed via **settings > dimensions > dimension setup**) |
| **Pipeline budget share** | Log the budget share percentages between employees on a pipeline |
| **Pipeline partner settings** | Log the details** **of a supplier** **you have partnered with on the opportunity |
| **[Convert pipeline to a job](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/691798125)** | Once the pipeline is confirmed as a sale or when the opportunity has progressed to the point that you need to create a timeline or price quote you will convert it to a job |
| **[Pipeline lost information](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/691798193)** | If the pipeline opportunity is not going to progress, you will mark the pipeline as lost and include information as to the reason |
| **Emails** | Imported** **emails that have been saved against the pipeline can be viewed here |
| **Documents** | Upload a document against the pipeline record or create a new document from a template |
| **Pipeline conversation** | Start a new conversation and view past conversations with other employees here |

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### Related articles

> Macro (contentbylabel)