Hi community!
I’ve searched for my question to no avail….is there a way to find the projects that we are not tracking in the pipeline?
Thank you in advance!
Darci
Question
Find projects not being tracked in the pipeline
This topic has been closed for replies.
+9The SEARCH function will help you find projects that aren’t in your pipeline
Thank you for your reply - we can only find them if you know the project name. I’m wondering if there is a report or a way to find all projects that aren’t being tracking in the pipeline. When we have someone that is not ready to book with us just yet, instead of “Archiving” them, we were just going to not track them until they were ready to book. I don’t see where we can find all of the projects that aren’t being tracked if that makes sense.
+9Suggestion to use TAGS as a way to filter them
or creating a STAGE for those projects to go to etc.
Sign up
Already have an account? Login
Welcome! To join the HoneyBook Community, log in with your HoneyBook account below.
You'll confirm your username and share a bit about yourself, then you're ready to explore and connect.
Free trial? No problem. Log in with your trial credentials to join.
Already a member? Hi and welcome back!
You will see the HoneyBook login page briefly to validate your trial or account.
Employee Login
Log in with HoneyBook
Welcome! To join the HoneyBook Community, log in with your HoneyBook account below.
You'll confirm your username and share a bit about yourself, then you're ready to explore and connect.
Free trial? No problem. Log in with your trial credentials to join.
Already a member? Hi and welcome back!
Welcome to the Community
Welcome! To join the HoneyBook Community, log in with your HoneyBook account below.
You'll confirm your username and share a bit about yourself, then you're ready to explore and connect.
Free trial? No problem. Log in with your trial credentials to join.
Already a member? Hi and welcome back!
You will see the HoneyBook login page briefly to validate your trial or account.
Employee Login
Log in with HoneyBook
Welcome! To join the HoneyBook Community, log in with your HoneyBook account below.
You'll confirm your username and share a bit about yourself, then you're ready to explore and connect.
Free trial? No problem. Log in with your trial credentials to join.
Already a member? Hi and welcome back!
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.