@@nicoleswantonmalson5930 yes, that is correct - the Sales Pipeline are your process steps for sales leads to become a sold job. Once you've quoted the job, and the customer approves, then it will become a sales order, at which point the workflow steps will stake over (pre production, production, post production)
Why you dont Show all if this in the Programm?
so, the pipeline stops when the job is created on the salesorder right? So basically the pipelines just need to be sales related?
**because the "workflow just takes over? So I dont need any production steps in the pipeline?**
@@nicoleswantonmalson5930 yes, that is correct - the Sales Pipeline are your process steps for sales leads to become a sold job. Once you've quoted the job, and the customer approves, then it will become a sales order, at which point the workflow steps will stake over (pre production, production, post production)