Each Event Temple Organization will come with a pre-built Pipeline to help get you started. To manage Pipelines
Click Settings
Click Organization
Click Pipelines
Edit Pipeline Name
Click Edit Pipeline Name to change the name of the Pipeline:
Edit Pipeline Stages
Click on a Pipeline Stage to Modify the name or Delete it if it's not required.
Click Add Stage to Pipeline to add any additional stages
Click & Drag on a Pipeline Stage to re-arrange the order
How to Add a New Pipeline
Depending on your subscription, it is possible to have multiple Pipelines. This can be used to track different Booking Types, as well as other parts of the Booking process, such as Post-booking.
Click Settings
Click Organization
Click Pipelines
Click +New Pipeline
Enter the Pipeline Name
Click Save
Click Add Stage to Pipeline to add any applicable Pipeline Stages
Note: if you'd like to duplicate an existing Pipeline instead of starting from scratch, click Clone Pipeline.
How to Change the Default Pipeline
The default Pipeline is what will be shown first for all users when viewing the Pipeline page. Choose a Pipeline from the drop down & Select Make Pipeline Default
Important Considerations
When deleting a Pipeline or Pipeline Stage, any Bookings associated will need to be re-assigned to another Pipeline stage. A pop up will appear and will need to be completed prior to any deletion taking place.
Once a Pipeline or Pipeline stage has been deleted, it can be re-added, however there will be no record of what Bookings were previously assigned to it.
Apart from the Default Pipeline, it's not currently possible to re-arrange or customize the order of Pipelines, these are listed in the order they are added.