The pipeline is a tool that helps you view and organize your client projects. This article will cover how to locate and navigate your pipeline below.
Find your pipeline
The pipeline is visible in the Projects tab of your HoneyBook account. From there, you can:
Click on Active Projects to view everything that's currently in the works
All projects except those that are archived will appear here
Click on an individual stage to see all projects in that stage
Click on Archived to view projects you've archived
View your team members' pipelines
If you have team members that are part of your company in HoneyBook, you'll see some additional details in your pipeline to help with project management.
From the top of your pipeline, click the drop-down > select the team member's pipeline you'd like to view, or select View all to view all projects under the company.
Use pipeline filters
Pipeline filters are located at the top of your list of projects, across all pipeline stages. You can use filters to organize and prioritize your projects. The filters include:
Project name: Clicking this filter will sort projects alphabetically by name
Project date: Sort projects in ascending or descending order by project date
Project type: Sort projects alphabetically by project type
The list of project types can be edited under your Company Settings
Moved: Sort projects in ascending or descending order by the date they moved to their current pipeline stage
Recent activity: Sort projects in ascending or descending order by recent activity (payments, e-signatures received)
Filtering by ascending recent activity can allow you to see recent projects that may require follow up
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!