Multiple Pipelines

For many sales processes, the Deal Stages are similar and so these stages are set up on one Pipeline. However, if you sell multiple products or services and the sales processes are different, then you may require multiple pipelines with different Deal Stages. Multiple Pipelines are not designed for markets that require different currencies. 

Plans: 

• Users on the Professional plan can add 1 pipeline
• Users on the Business Plan can add up to 10 pipelines 

Setup Multiple Pipelines

View your Pipelines

Select the Pipeline from the drop-down to view the Pipeline required.

Assign a Deal to a specific Pipeline

Create/open Deal → select the Pipeline to which you want to assign the Deal → Save.

Edit a Pipeline

Delete a Pipeline

Filter Deal Status for Multiple Pipelines