Each account is automatically added to a stage of the client or prospect Pipeline. 

Pipeline stages allow you to segment your accounts based on your workflow. 

PreciseFP will automatically move accounts through the Pipeline based on specific actions. Place your mouse over the current Pipeline stage in the account details panel to see a description of what actions will trigger a Pipeline stage update.

To move an account manually, click the “change” button at the right of the current Pipeline stage.

Did this answer your question?