Pipeline: Multiple Pipelines

This article applies to:

You can manage multiple sales process by creating a sales pipeline for each process.

Create a new pipeline

  1. Start by going to your Pipeline page

  2. Click the Add pipeline button at the top right of the page

  3. Name and Save your new Pipeline

  4. 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.

  1. To delete or edit a pipeline, select the pipeline that you want to manage

  2. Click the ... button at the top right of the page and choose to either manage (rename) or delete the pipeline