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.

This feature supports up to 10 Sales and Delivery pipelines total.

Multiple Pipelines are not designed for markets that require different currencies.

Multiple Pipelines are available on the Business Plan. Upgrade here.

Add/Edit a Pipeline

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To add another Pipeline, navigate to your Pipeline Page → click on the downward arrow next to the Pipeline name at the top left-hand side of the page → click on + Add Pipeline.

Pipeline Page | In the top left corner select the downward arrow next to the pipeline name and click +Add pipeline

In the Add pipeline pop-up, select between a Sales Pipeline and a Delivery Pipeline → click Add to continue.

Pipeline Page | Add pipeline pop-up window | select between a Sales pipeline and Delivery pipeline | Click on Add

Type the name of your Pipeline → edit the Stages as required → click Save.

Configure Pipeline pop-up window

Note: You can rename Pipelines by clicking on the gear icon → update/edit the name → click Save.

Pipeline Page l Gear icon

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

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Navigate to your Pipeline Page → select the appropriate Pipeline from the downward arrow next to the name at the top of the page → click on the Gear icon.

Pipeline Page l Gear icon

In the pop-up window → click Delete Pipeline.

Remove existing Pipeline.

You will be requested to select the Pipeline to which you want to move the associated deals. Once selected → click Move and delete.

Note: Any existing deals will be moved to the first deal stage of that Pipeline.

Confirm deletion

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

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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.

View Pipelines by clicking on the downward arrow next to the Pipeline name.

Multiple pipelines

In this article:

Add/Edit a Pipeline

Remove a Pipeline

View Pipelines

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