Pipeline Statuses and "Show All Matters" Toggle Option
When you create a new pipeline, you will need to select which status(es) should be visible on that pipeline.
If you have a pipeline that is not unique to one status, then it will make sense to include multiple statuses on that pipeline. If you find yourself constantly going to your pipeline and then clicking the toggle to show all matters, this is a sign that you may want to reevaluate which statuses you have set for that pipeline.
For example, some firms like to have just one all-encompassing pipeline for their whole process, including both intake, case management, and a column for lost leads. In this scenario, it would make sense to have all 3 statuses selected for the pipeline, like so:
You can also use the status selection, highlighted above, to select any sub-statuses. Do this if you would like to narrow the pipeline visibility on a more granular level.
Can I edit the status selection on a pipeline after I have created it?
Yes, simply go to settings > pipeline settings, and select the edit pencil for the pipeline you wish to edit. You can then make any adjustments to the status(es) selected.
Can I see contacts on my pipeline or just matters?
Pipelines only show matters. If you wish to see a contact on any of your pipelines, you must first create a matter for that contact, and you can then select a pipeline stage for that matter.