How to manage your business process with multiple pipeline management? Follow

Managing a business with multiple Pipelines Management is beneficial, including managing different sales processes, product offerings, client onboarding, and post-sales activities like deliveries and installations.

Topics Covered:

Why use multiple pipelines
How to create multiple pipelines

Why use multiple pipelines

Using multiple pipelines can be very useful in particular cases. For example:

• Different Sales Processes: Sales teams handling services and products wish to maintain them separately as the approach towards closing the deal is different.
• Different Product Offerings: Each Product sale can have its set of stages to sell through.
• You may also want to track the onboarding of clients after the sales have closed.
• Likewise, you can track deliveries, and installation required by the customer once the deals have closed.

Pipeline -1 (Sales)

Pipeline -2 (Services / Post-Sales or Support)

Multiple pipelines are not a perfect fit when:

• You want to bifurcate your deals Sales rep-wise. These already exist, you can filter them using the Owner field.
• You want to categorize your deals say by industry or location. Instead, use custom fields to filter these categories.

How to create multiple pipelines

To create a pipeline:

• Navigate to the Profile icon on the top right corner
• Click on Setup 
• Head over to the Modules category
• Click on the Deal Module

• Head to the Pipeline section
• Click the Add New Pipeline option to start creating a new Pipeline

• Enter the Name of the new pipeline
• Tick the checkbox to Allow users to set the probability for each deal manually
• You can Customize the Default Stage Colour, Rename them, Set the Win Probability and the Rotting period.
• You can also Add a New Stage if required or just Remove it if not needed.
• rearrange the Stages with simple drag-and-drop
• Once done click on Save