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.
- Users on the Professional plan can add up 2 pipelines
- Users on the Business Plan can add up to 10 pipelines
|In this article:|
|Setup Multiple Pipelines||View your Pipelines|
|Edit a Pipeline||Delete a Pipeline|
|Assign a deal to a specific Pipeline||Filter Deal Status for Multiple 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
Note: Any existing deals will be moved to the closest estimated deal stages.
Filter Deal Status for Multiple Pipelines