Article Overview
This article will walk you through your proposals pipeline, as well as guide you through creating and archiving projects.
NOTE: This feature is only available to companies that have added the Proposals Add-on to their billing plan. If you would like to add this to your plan, please contact our Support at (801) 418-9009 or you CSM.
Part 1: Pipeline Overview
Depending on what stage your project is in, it will be available in 1 of 4 different pipelines:
- Ready for Design: Once you have created a project, it will populate into this pipeline first.
- Project Design/ Proposal Completed: As the title indicates, once a design has been created in Aurora, the project will be moved to this pipeline.
- Projects Sold: When a project from the project Design/ Proposal Completed pipeline is marked as "mark as sold," it will be moved to this pipeline and will remain there until archived.
- No Lidar Available Pending Aurora Design: Project is awaiting the Expert Design to upload (roughly 30 min wait from when you request the design)
Get to your pipeline by clicking on SalesHub in the left-hand menu, then navigate to Proposals > Dashboard > Pipeline.