The My BD Pipeline feature provides business development-oriented users with a centralized area to review their active and completed referrals from referral sources for which they are the relationship manager.
Requirements
The user must have one of the following security roles:
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- Super User
- RB Client Super User
- RB Client Super User with User Management
- KipuCRM Super User
- Marketing Only for 3rd Party Marketing Setup (With Reports)
- Auditor - Read Only
- Combined +
- Combined (Admissions and B.D.)
- RB Client Combined Admissions and Bus Dev
- Combined Admissions and Business Development
- Business Development
- Business Development Plus
- Referral Source Management
- Referral Source Management Plus
- The user must be assigned to a referral source or RS Contact as a primary or secondary relationship manager.
Utilizing the My BD Pipeline
- Select CRM. Hover your mouse over Business Development and click My Pipeline.
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The My Business Development Pipeline will appear, displaying all active and in-process referrals sent to your organization from referral source relationships that you manage.
Important: For an in-depth guide on utilizing the grid's customization and filtering capabilities, please click here. -
Users can perform any of the following quick actions by right-clicking on any record present on the grid:
- Open Patient Profile
- Add Patient Communication Log
- Add Patient Task
- Open Referral Source
- Add Referral Source Communication Log
Important: To view closed/completed referrals on the my pipeline grid, set the toggle to viewing completed.