Concept1 min read
The project pipeline and its stages
Every account has a default pipeline made of ordered stages.
A stage has two separate things: the name your account chose, and a fixed semantic role that tells Trussi what the stage means.
The roles are: lead, custom, won, completed, invoiced, closed, dead, cancelled.
- More than one stage can share a role, so always identify a stage by its name and position, never by its role alone.
deadandcancelledare terminal: they sit off the flow rather than at the end of it.won,completed,invoicedandclosedare the post-approval roles, where a project has a job value.closed,deadandcancelledare left out of worklists such as the Action Required dashboard, because nothing is outstanding on them.
Stages are configured per account at Settings › Pipeline. By default only Admin, Account Admin and Back Office can approve or reject checklists and move a project past the Lead stage.
Was this article helpful?
Related articles
- Leads versus projectsA lead is not a separate record. It is a project on the lead stage of your pipeline, which is why the history never splits.
- Create a projectStart a new job from the Projects screen: pick the location and customer, enter the address, and choose the lead source and job type.
- Calendar, appointments and schedulingThere are three scheduling surfaces.
- Customer recordsCustomers have a list of their own, with a New Customer form to add one; the header search also finds a customer from anywhere.