Pipeline Statuses and "Show All Matters" Toggle Option
Overview
When creating a new pipeline, you must select which statuses should be visible. This determines which matters will automatically appear in that pipeline.
Selecting Matter Statuses for a Pipeline
- PNC (Potential New Client): Recommended for intake pipelines.
- Hired: Recommended for case management pipelines.
- Multiple Statuses: A catch-all pipeline can include PNC, Hired, and Lost statuses.
Understanding Status Filtering
- Matters can be placed in any pipeline, regardless of the selected status filters.
- However, if a matter's status does not match the selected statuses for that pipeline, it will not be displayed.
- This feature reduces clutter in your pipeline view.
Example: Handling Lost Leads in Intake Pipelines
- A PNC that changes to Lost will still technically exist in the intake pipeline.
- However, you likely do not want lost leads clogging up the pipeline view.
- In this case, configure your pipeline to only show PNC matters.
- If needed, use the Show All Matters toggle to briefly view lost leads.
Adjusting Status Selection
- If a pipeline regularly requires toggling Show All Matters, reconsider the status settings.
- Some firms prefer a single, all-encompassing pipeline including:
- Intake (PNC)
- Case Management (Hired)
- Lost Leads (Lost)
- Use sub-status selection to refine pipeline visibility further.
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.
FAQ
Can I edit the status selection on a pipeline after creating it?
Yes. Navigate to Settings > Pipeline Settings, select the edit pencil for the pipeline, and modify the status settings.
Can I see contacts on my pipeline or just matters?
Pipelines only display matters. If you need to track a contact, create a matter for them and assign it to a pipeline stage.