System Variable Grouping: CRM Use the System Variables in this grouping to define and control the settings related to pipeline management. Related Topics:System Variable 436: Resource Name Duplicate Check Applies To Use this System Variable to determine if WorkBook should check for duplicate resource names. System Variable 437: Enable Duplicate Check on Prospect Addresses Use this System Variable to determine if WorkBook should perform a duplicate check on prospect addresses. System Variable 552: Allow to Delete to a Resource If One or More Contacts Are Assigned to Interest Codes Use this System Variable to determine if WorkBook should allow the deletion of a resource if it is associated with contacts that are assigned to interest codes. System Variable 679: Pipeline Management: Lead to Opportunity Break Percentage Use this System Variable to specify a value (in percentage) that triggers the conversion of a lead into an opportunity. System Variable 803: Pipeline Management - Default Settings, Create a Pipeline When Creating a New Prospect Use this System Variable to determine if WorkBook should automatically create a pipeline upon creation of a prospect. System Variable 884: Include Partially Invoiced Costs Amount in WIP Column in Pipeline Summary Forecast Use this System Variable to specify if partially invoiced costs amount should display in the WIP Amount column of the 12-Month Summary Forecast (CRM > 12 Month Summary Forecast > Jobs in Progress tab). System Variable 902: Lost Description on a Pipeline Is Required Use this System Variable to define if users are required to provide a description for pipelines that are marked as lost. System Variable 962: Use Payment Plans on Pipelines Use this System Variable to define if WorkBook should use the payment schedule on pipelines instead of evenly distributing the revenue over the duration of the pipeline. System Variable 982: Add A Follow-Up Activity After X Days Use this System Variable to specify the number of days after the pipeline start date that WorkBook should automatically add a follow-up activity to the pipeline. System Variable 1024: Pipeline Container Folder Name Use this System Variable to specify the name of the folder to be used to contain pipelines. System Variable 1050: 12 Months Summary Forecast Calculation Use this System Variable to select the method of calculation that will be used in the 12-Month Summary Forecast. System Variable 1105: Default Job for Pipeline Time Entry Use this System Variable to specify the job for which tasks are automatically created and time entries made against every time you create a pipeline. System Variable 1106: Move Time Entry When Converting a Pipeline to a Job Use this System Variable to define whether WorkBook should automatically move time entries made against a pipeline when you convert the pipeline into a job. Parent Topic: Descriptions HomeWorkBook Online HelpSettingsGlobal System SettingsSystem VariablesDescriptionsSystem Variable Grouping: CRM
System Variable Grouping: CRM Use the System Variables in this grouping to define and control the settings related to pipeline management. Related Topics:System Variable 436: Resource Name Duplicate Check Applies To Use this System Variable to determine if WorkBook should check for duplicate resource names. System Variable 437: Enable Duplicate Check on Prospect Addresses Use this System Variable to determine if WorkBook should perform a duplicate check on prospect addresses. System Variable 552: Allow to Delete to a Resource If One or More Contacts Are Assigned to Interest Codes Use this System Variable to determine if WorkBook should allow the deletion of a resource if it is associated with contacts that are assigned to interest codes. System Variable 679: Pipeline Management: Lead to Opportunity Break Percentage Use this System Variable to specify a value (in percentage) that triggers the conversion of a lead into an opportunity. System Variable 803: Pipeline Management - Default Settings, Create a Pipeline When Creating a New Prospect Use this System Variable to determine if WorkBook should automatically create a pipeline upon creation of a prospect. System Variable 884: Include Partially Invoiced Costs Amount in WIP Column in Pipeline Summary Forecast Use this System Variable to specify if partially invoiced costs amount should display in the WIP Amount column of the 12-Month Summary Forecast (CRM > 12 Month Summary Forecast > Jobs in Progress tab). System Variable 902: Lost Description on a Pipeline Is Required Use this System Variable to define if users are required to provide a description for pipelines that are marked as lost. System Variable 962: Use Payment Plans on Pipelines Use this System Variable to define if WorkBook should use the payment schedule on pipelines instead of evenly distributing the revenue over the duration of the pipeline. System Variable 982: Add A Follow-Up Activity After X Days Use this System Variable to specify the number of days after the pipeline start date that WorkBook should automatically add a follow-up activity to the pipeline. System Variable 1024: Pipeline Container Folder Name Use this System Variable to specify the name of the folder to be used to contain pipelines. System Variable 1050: 12 Months Summary Forecast Calculation Use this System Variable to select the method of calculation that will be used in the 12-Month Summary Forecast. System Variable 1105: Default Job for Pipeline Time Entry Use this System Variable to specify the job for which tasks are automatically created and time entries made against every time you create a pipeline. System Variable 1106: Move Time Entry When Converting a Pipeline to a Job Use this System Variable to define whether WorkBook should automatically move time entries made against a pipeline when you convert the pipeline into a job. Parent Topic: Descriptions HomeWorkBook Online HelpSettingsGlobal System SettingsSystem VariablesDescriptionsSystem Variable Grouping: CRM