Multiple pipelines
Multiple Pipelines are available on the Business and Max plans. Upgrade here.
Most sales processes use similar Deal Stages, so one Pipeline is usually enough. However, if you sell different products or services with different sales processes, you may need multiple Pipelines to customize the deal stages.
Pipelines are not designed for managing different currencies.
- Business plan users can create a total of 10 Sales and Delivery pipelines.
- Max plan users can create unlimited Sales and Delivery pipelines.
In this article:
| Add/Edit a Pipeline |
| Remove a Pipeline |
| View Pipelines |
Add/Edit a Pipeline
💡 Rename a Pipeline → click the gear icon → edit the name → click Save.
💡 For Delivery pipelines, choose whether clicking a deal card opens the contact.
💡 You can only use one currency for all Pipelines. Account owners/Admins can change it in Localization settings.
💡 If you’re unsure whether you need multiple Pipelines, contact our support team for advice at support@onepagecrm.com.
Remove a Pipeline
Jump up to Article's Overview ⮝
💡 Any existing deals will be moved to the first deal stage of that Pipeline.
💡 When deleting a Sales Pipeline, you can select another Sales Pipeline to move these deals to.
💡 When deleting a Delivery Pipeline, you can move its deals to another Delivery or Sales Pipeline.
View Pipelines
Jump up to Article's Overview ⮝Go to Pipeline → click on the downward arrow next to the Pipeline name.
💡 You can filter the Dashboard by individual Pipelines as well.