Guide 5 of 10
Run a pursuit: pipeline, workstreams, the buying-group map
From a name scribbled after a call to a deal signing next week — this is where every opportunity you are working lives, board and forecast both, and the plan for each one.
The pipeline: a deal in the drawer. Filmed on Diggr itself, with captions.
Pipeline
Try it nowMy work → Pipeline in the menu, right under Today.
What you do
- Work the board: drag an opportunity between stages as it moves.
- Press any card to open that opportunity in a panel on the right, over the board — the board stays where it was behind it. The cross, or Esc, puts it away.
- On a deal that has been worked, read where it stands and the last things that actually happened on it, before the suggested moves underneath.
- Switch between the three views beside the title — Board, Table and Forecast. Forecast is the money: for the period you pick, the middle outcome with a low and a high, your commit beside it, and in plain words what each figure rests on.
- Look at the first column of the board, before the first stage: the target accounts you have no opportunity against at all. Drag one out of it and you have started a deal.
- Read the line above the board counting how many of your targets are covered — the headline your CRM cannot produce.
- Write what happens next on a deal in your own words: press Next step on its card, in the table, on the phone or under the deal's header, type, and press Enter. The small task icon beside it puts that step on your task list, with the deal's company attached, and lets you give it a date. Done clears the line for the next one.