Looking to boost your sales team’s productivity and maximize target achievement with ease? The Work Pipeline feature helps you track sales activities in real-time, monitor team performance, and ensure every prospect is followed up promptly. With a user-friendly interface, seamless integration with daily reports, and a comprehensive dashboard, Work Pipeline enables your team to work more efficiently and stay focused on closing deals.
In this tutorial, we will cover how to use Work Pipeline, from the initial setup to tips for improving your sales team’s effectiveness.
A. User Management
1. Adding Admins and Managing Admin Access for Work Pipeline
a. Go to Productivity > Work Pipeline > User Management > Add Admin.
b. Select the Admin Source
Hadirr Admin
For example, Admin A is already registered as a General Admin in Hadirr. By selecting this option, Admin A will automatically gain access to the Hadirr Sales menu.
Non-Hadirr Admin
For example, you want to add Admin B who is not currently registered as any type of Admin in Hadirr. By selecting this option, Admin B will only have access to the Work Pipeline menu, without access to other menus.
Example 1
Check Allow access to customer data from Deal Cards. The Work Pipeline Admin can retrieve client information from Customer Data when adding a Deal Card.
Example 2
Check both Allow customer data access from Deal Cards and Allow adding customer data from Deal Cards. The Work Pipeline Admin can retrieve client information from Customer Data when adding a Deal Card and add new client information to Customer Data.
Example 3
Do not check either Allow customer data access from Deal Cards and Allow adding customer data from Deal Cards. The Work Pipeline Admin must manually enter client information and cannot add new client information to Customer Data.
c. Save the configuration by clicking the “Add Admin” button.
📌 Note:
Invited admins are required to complete verification through their registered email address before gaining access.
2. Deactivating and Deleting Work Pipeline Admins
a. Deactivating a Work Pipeline Admin
Go to Productivity > Work Pipeline > choose User Management > select Admin > click the Turn Off Admin icon.
b. Deleting a Work Pipeline Admin
Go to Productivity > Work Pipeline > choose User Management > select Admin > click the Delete Sales Admin icon.
📌 Note:
Deleting a Work Pipeline Admin will permanently remove all deal card history associated with that admin within Work Pipeline.
3. Adding Employees and Managing Employee Access in Work Pipeline
a. Go to Productivity > Work Pipeline > choose User Management > Personnel> Add Personnel
b. Select the Personnel
Add employees to grant them access to Work Pipeline in the Hadirr app.
Only active Hadirr app users can be added.
Check the employee access permissions according to your needs.
Example 1
Enable Allow customer data access from Deal Cards and disable Allow adding customer data from Deal Cards. Employees can create Deal Cards by retrieving client information from Customer Data.
Example 2
Enable both Allow customer data access from Deal Cards and Allow adding customer data from Deal Cards. Employees can create Deal Cards by retrieving client information from Customer Data and adding new client information directly from a Deal Card.
Example 3
Disable both Allow customer data access from Deal Cards and Allow adding customer data from Deal Cards. Employees cannot create Deal Cards by retrieving client information from Customer Data or add new client information directly from a Deal Card.
c. After selecting the employee, save the configuration by clicking the “Add Personnel” button.
4. Deactivating and Deleting Work Pipeline Employees
a. Deactivating Work Pipeline Employees
Go to Productivity > Work Pipeline > choose User Management > Personnel > click the Turn Off Personnel icon
📌 Notes:
A red toggle (turn off) indicates full deactivation, meaning the employee will no longer have access to the Work Pipeline features.
b. Deleting a Work Pipeline Personnel
Go to Productivity > Work Pipeline > choose User Management > Personnel > click Delete Sales Employee icon
📌 Note:
Deleting a Hadirr Sales employee will permanently remove all deal card history associated with that employee within Work Pipeline.
B. Pipeline
A sales pipeline is a method used to manage and track sales data from existing prospects. In Work Pipeline, a default pipeline is provided by the system, which includes the following milestone stages:
Qualified
Contact Made
Demo Scheduled
Proposal Made
Negotiations
📌 Note:
The default pipeline cannot be deleted or modified, including its milestone stages.
1. How to Add a Work Pipeline in Pipeline
a. Go to Productivity > Work Pipeline > Pipeline > Add Pipeline
b. Enter the pipeline details, which include:
Pipeline Name: Enter the desired name for the pipeline
Milestones: Define the stages of the pipeline process. A maximum of 10 milestones can be added
c. After completing the pipeline name and milestones, click Save
Please find the tutorial video for adding a Work Pipeline in pipeline below:
2. How to Invite Employees to a Pipeline
a. Select the pipeline you want to assign to employees (e.g., “October 2026”)
b. Click the Invite option
c. The Invite to Pipeline window will appear. Select the user type:
Admin
Personnel
d. Click Save
Please find the tutorial video on how to invite employees to a Work Pipeline in pipeline below:
3. How to Add a Work Pipeline Deal Card
a. Go to Productivity > Work Pipeline > select a Pipeline > click the Add Deal Card icon.
b. Deal cards in Work Pipeline can be added using two methods:
Manual Entry: You can directly input customer data, including transaction details, prospect information, and deal value based on the available fields. Once all required information is completed, click Save.
Tutorial video on how to add a deal card manually:
Import from Excel: You can import pipeline data into Hadirr by downloading the available Excel pipeline template, click Here. Fill in the template according to the provided format. Once completed, upload the filled template to add deal cards.
Please refer to the tutorial video for adding deal cards using the Excel template:
4. How to Edit a Deal Card or Add Activities
a. Hover over the existing deal card, then click the pencil icon to make changes
b. Click the pencil icon to update contact information, organization, pipeline, and assigned user
c. You can also add activities, as follows:
Call: Activities conducted via phone calls
Visit: Activities conducted through visits/client visits recorded in Hadirr
Task: Activities based on individual tasks or assignments
Email: Activities conducted via email
Others: Select this option if the activity is not listed in the available options
📌 Note:
Ensure that all activity details are completed, including the activity name, start and end dates (timeline), and activity description, then click Save.
d. You can also add file attachments to the created deal card
📌 Note:
Ensure that the uploaded files are in PNG or JPG format with a maximum size of 1 MB, then click Save.
C. Work Pipeline Reports
Go to Productivity > Work Pipeline > Reports > click Download Work Pipeline Report.
Select the desired date range, apply filters by employee name (or all employees), status, time and pipeline, then click Download
Please find the tutorial video on how to download the Work Pipeline report below:
D. Pricing Info
Go to Productivity > Work Pipeline > click Pricing Info to access the page.
To upgrade your Work Pipeline quota, follow these steps:
Click the Upgrade icon
Enter the number of additional Admin or Employee quotas required
The total cost will be automatically calculated based on Hadirr’s pricing
Once confirmed, click Upgrade to complete the process
Please feel free to try it out!