Tutorial 13 of 15 · 1:13
How to track every deal in your Opervo pipeline
Pipeline shows every deal in one list, from the first quote to the paid invoice, with what your open deals are worth at the top. Each deal shows its stage (quoted, won, scheduled, done, invoiced, or paid) and what to do next. A quote with no reply after a week gets a Waiting tag, and open jobs past their date are flagged. Tap a stage to filter, search by client or service, and tap any deal to open the estimate, job, or invoice behind it.
Voice-over and captions, so it works with or without sound. Watch on YouTube or see the full playlist.
In this video
Step by step
- Pipeline. Pipeline shows every deal in one list, from the first quote to the paid invoice.
- Open pipeline. At the top: what your open deals are worth, and how many there are.
- Stages. Each deal shows its stage: quoted, won, scheduled, done, invoiced, or paid.
- Next step. And what to do next, like follow up on a quote, schedule the job, or send the invoice.
- Waiting. A quote with no reply after a week gets a Waiting tag, so nothing goes cold.
- Past due. Jobs past their date and still open are flagged, so your total stays right.
- Filters. Tap a stage to see just those deals. Paid deals older than 90 days only show under Paid.
- Search. Search by client or service.
- Open a deal. Tap any deal to open the estimate, job, or invoice behind it.