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.
Available on the Business Plan.
Supports up to 10 Sales and Delivery pipelines total.
In this article:
Add/Edit a Pipeline |
Remove a Pipeline |
View Pipelines |
Add/Edit a Pipeline
Jump up to Article's Overview ⮝Note: You can rename Pipelines by clicking on the gear icon → update/edit the name → click Save.
Notes:
- For the Delivery pipeline, you can choose to open the associated Contact when clicking on a deal card.
- 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.
Remove a Pipeline
Jump up to Article's Overview ⮝Note: Any existing deals will be moved to the first deal stage of that Pipeline.
Notes:
- When deleting a Sales Pipeline, you can select another Sales Pipeline to move these deals to.
- When deleting a Delivery Pipeline, you can select another Delivery or Sales Pipeline to move these deals to.
View Pipelines
Jump up to Article's Overview ⮝To view your Pipelines, navigate to your Pipeline Page → click on the downward arrow next to the Pipeline name at the top of the page.
Note: You can filter the Dashboard by the different Pipelines as well.