Multiple Pipelines (Closed Beta Access)
This feature is in a closed Beta test group. If you'd like access please email firstname.lastname@example.org. 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 set up 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||How to 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.