GigTools

How to use the pipeline board

See leads, holds, upcoming bookings and recent losses as a board, with totals, and drag gigs between them.

Up to date as of GigTools version 2.1.75

The Pipeline shows your gigs as four columns. Open Gigs and click Pipeline at the top.

1. The columns

  • Leads: open leads, soonest first (and ones with no date yet).
  • On hold: leads holding their date. See How to hold a date.
  • Booked: booked gigs coming up.
  • Lost: gigs marked lost in the last 90 days.

Each column shows how many gigs it has and, for owners, admins and agents, their total. Each card shows the date, client, fee and any hold.

2. Move a gig

Drag a card to another column, or pick a column in its Move to… menu (handy on a phone).

  • To On hold: a 1st hold for a week, unless it already has one. Change it on the gig.
  • To Leads: back to a lead, with no hold.
  • To Booked: books the gig.
  • To Lost: asks why it was lost, then marks it lost.

Click a gig's name to open it. Owners and admins can move any gig; agents the gigs they added or that are assigned to them.

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