Multiple Pipelines (Closed Beta Access)

This feature is in a closed Beta test group. If you'd like access please email support@onepagecrm.com. Once it is officially released, it will be part of a premium pricing plan.

For many sales processes the Deal Stages are similar and so these stages are setup on the 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. The max number of pipelines you can add in OnePageCRM is five.

In this article:
Setup Multiple Pipelines View your Pipelines
Edit a Pipeline Delete a Pipeline
Assign a deal to a specific Pipeline

Setup Multiple Pipelines

1
Go to PipelineConfigure.
2
Click on Add Pipeline and edit the Deal Stages as required.
3
Type the name of your Pipeline and add Deal Stages as required → click Save.

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

1
Go to PipelineConfigure.
2
Beside the Pipeline name click on the pencil icon.
3
Edit Pipeline and Deal Stages as required → Save.

Delete a Pipeline

1
Go to PipelineConfigure.
2
Beside the Pipeline name click on the minus (-) icon.
3
Select the new Pipeline to which you want to move the associated deals to.
Note: Any existing deals will be moved to the closest estimated deal stages.
4
Click Yes, delete it.
    NOTES
  • You cannot select multiple currencies for different Pipelines. Your Account owner/ Admin can select the default currency under Localization settings.
  • If you're unsure whether you need more than one pipeline, please email Support@onepagecrm.com and our team would be happy to advise you.

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