The following article outlines permissions that can only be accessed by Manage Company users who have Manage & Close
Introduction
As we covered in the Deal Pipeline Overview article, the Deal Pipeline is the first page you'll land on in Buildout if you have Manage & Close.
While this provides a clear view of your deals across various stages, what columns you want to showcase might vary from our defaults. Our enhanced Pipeline functionality now allows you to add or swap out the columns that appear in their Deal Pipeline.
The Deal Pipeline index now has the ability to support custom/additional columns as well as column sorting.
How does it work?
Company Settings has a new Pipeline tab with two options: Pipeline Stages and Pipeline View. Pipeline Stages allows users to set a default Close Probability for each individual deal stage:
Pipeline View will allow users to change the way broker/brokerage gross is calculated (unweighted or weighted), as well as the ability to edit or add data columns to the Pipeline index.
Weighted Broker/Brokerage Gross columns will replace the existing gross columns on the index
These updated columns will appear in the Deal Pipeline for all users.