What is the Pipeline

The Pipeline module keeps your Job Leads all in one place. These leads have all of the necessary information in one place so when a salesperson hears about a job opening they can document the information to follow up on the lead.

The status of a Job Lead in the Pipeline can change depending on whether the salesperson was able to convert it into an active Job Order or if the lead was ultimately not fruitful. When a Job Lead in the Pipeline is promoted to an Active Job, it disappears from the Pipeline and reappears in the Jobs tab.

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