Understanding your pipeline
The analytics dashboard screen
The Analytics screen of eyenquiries provides summaries of enquiries data. This article will go through each of the widgets and their functions one by one. Filters At the top of the screen, you can filter the data based on single, multiple or all ...
The map and list views
The typical pipeline view is simply labelled “pipeline” in the system. This is the page you land on by default when clicking on the Pipeline tab. However, there are two other ways to view the information in your pipeline. Go to eyrecruit > Pipeline. ...
Moving an enquiry through the pipeline
When you receive an enquiry, it is automatically added to the Enquiry In stage of the pipeline. You can move an enquiry through the pipeline by dragging and dropping it to another stage. Dropping an enquiry into some stages will trigger an action. ...
Navigating your pipeline
Your pipeline is your main way of tracking the progress of each of your enquiries. Let’s go through it from top to bottom. In the top left is the Filter button, and the Legend. The Filter lets you control what you see on the pipeline. The Legend is a ...