How to Add a Business Pipeline Entry

video1.0<iframe src="https://www.loom.com/embed/5e7174b338aa4ba2bd7ed5d4bfc09e37" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/5e7174b338aa4ba2bd7ed5d4bfc09e37-92f19ff681c1e446.gif167.251How to Add a Business Pipeline EntryIn this video, I walk you through opening a pipeline entry in the Business Pipeline page. From Pipeline Overview, I show how to add a new entry, either net new or an extension of an existing one, then fill in key fields like plan versus new to plan, region and business entity, client, owner, project lead, currency, probability, and project details. I also cover how probability works, white space 0%, low 10%, medium 50%, high 75%, open 90%, confirmed 100%. I explain that total revenue includes hard costs and fees, and total fees auto-populate from department fees. No specific action is requested from you beyond following these steps to add your entry.