By creating a entry in the pipeline, you are making a service available for your clients to view and purchase.
- Navigate to Pipeline: Click on Pipeline in the left sidebar menu.
- Add a New Service: Click the purple Add New button at the top right.
Steps to Add a New Service in the Pipeline
Follow these steps to create a new service offering that will be visible to your clients:
- Finalize: Click the purple Submit button to save the entry and publish it to the app and website listings.
- Open the Pipeline: Select Pipeline from the left sidebar menu.
Fill in Service Details: - Select Client: Choose the specific Client from the dropdown for whom this service is being created.
- Service Category: Select the professional Service type (e.g., Accounting Services)
- Service Amount: Set the official Amount for the service.
- Description: Provide a detailed explanation of what the service includes.
- Subject: Enter a clear subject line for the service entry.
🛠️ Post-Creation Actions
From the Actions column, you can further manage these listings:
- Edit (Purple Pencil Icon): Modify any details if the service requirements or pricing change.
- Delete (Red Trash Icon): Remove the service from all platforms if it is no longer available.
- Process (Green Arrow Icon): Move the pipeline entry into the active service request workflow.
- If we click the arrow it will ask for the service request Confirmation
