Installation Company ERP / CRM


How To Add Time Flags to your Status Progression

To Do This:

  1. In the Main Menu, select ‘Manage Pipelines and either ‘Contract’ or ‘Lead’ pipelines.
  2. Select ‘Edit’ on your Pipeline and select the ‘Edit’ button beside the status you’d like to flag.
  3. Enter the number of days in the ‘Flag After (Days)’ box you’d like to be alerted for. This will alert you when jobs have sat at a particular stage for longer than you would like.
  4. Select ‘Update’ to save. Remember, If the ‘Flag Days’ are left blank there is no flag.
  5. In your Main Menu, head back to your ‘Live Leads’ or ‘Live Contracts’ page.
  6. You’ll now notice any statuses that have sat at the particular stage you’ve set, for longer than you like, are flagged red.

Thank you for watching our how-to video on How To Add Time Flags to your Status Progression, for more information and access to our free trial please visit our website https://businesspilot.co.uk

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