How Can I Have Multiple Pipelines?

For many companies, there are multiple processes used for sales completion, which is why you can create multiple pipelines for your deals.

To Add a New Pipeline to Your Pipedrive Account

1. Go to the pipeline view and click on the pipeline dropdown.

2. Click “+ New pipeline”.

   

    

3. The pipeline is then added to your account, and you can now start editing its stages. Once the stages are to your specification, hit “Save”.

When Should I Use Multiple Pipelines?

Using multiple pipelines can be useful in certain situations. For instance:

• Different Product Types: If your company offers different kinds of products that may need their own proprietary stages during the closure of a deal.
• Product and Service Pipelines: If you sell both products and services, where the service could easily have a longer pipeline.
• Pipeline-Specific Custom Fields: To keep your processes and information well categorised.

When It's Not Suggested to Use Multiple Pipelines:

• Categorising by Location or Industry: Use custom fields instead if the stages are the same.
• Separating Deals by Salesperson: This is already done automatically by Pipedrive through the owner field.
• Tracking Delivery of Sold Items: Use the Projects feature instead.

In this way, you will have a chance to see the entire pipeline in one view, but you can also create filters to see any segment of the pipeline that you wish.

For more tips on how to come up with stages for your company, consider the following:

• Use the Past Indefinite Tense: For example, “Meeting Agreed” instead of just “Meeting.”
• Create Stages that Correspond to the Customers’ Buying Process: Consider what has to happen for them to buy from you.
• Revise Your Stages Later: If some stages seem confusing, rename, delete, or add new ones for clarity.

By using multiple pipelines, you can better organise your sales processes and ensure each type of deal is handled appropriately.