Pipelines

Like in any CRM, Quartz Pipelines represent a group of opportunities. Sub-Pipelines represent a sub part of a pipeline. See it more like a filtered pipeline.

Quartz automatically creates a 'master' pipeline for each sales process defined in your CRM. This master pipeline has an ID, and represents all opportunities your sales teams are working on.

Quartz automatically creates multiple sub-pipelines to map sales team structure. So every team member is associated to a sub-pipeline representing its very own pipeline of opportunities.

Such a structure, enables everyone to access pipeline and sub-pipeline metrics by selecting specific pipeline. All metrics related to pipeline can be found in Pipeline Metrics.

For each company account, Quartz will automatically create a master pipeline and a set of sub-pipelines .

e.g : for a company with 5 sales and 1 managers defined in the CRM.

Quartz will create :

• 1 pipeline for all opportunities in the CRM - equivalent to a master pipeline - and set a pipeline id (naming format: 'p-abcd-efgh-ijkl-mnop')

• 5 sub-pipelines : 1 per members (sales) - equivalent to their own pipeline of opportunities and set a sub-pipeline id.