You can manage multiple sales process by creating a sales pipeline for each process.
Create a new pipeline
- Start by going to your Pipeline page
- Click the Add pipeline button at the top right of the page
- Name and Save your new Pipeline
- Now, when you go to your Pipeline page, you will have access to your new Pipeline.
Delete or Edit a pipeline
Warning! At this time, if deals are associated with a pipeline they will be deleted. You must move deals to a different pipeline prior to deleting if you'd like to keep those deals.
- To delete or edit a pipeline, select the pipeline that you want to manage
- Click the ... button at the top right of the page and choose to either manage (rename) or delete the pipeline