Why do we need them?
Different companies will have different sales processes with a different set of stages depending on the products they offer or the markets they cater to.
For ex, the sales journey of a B2B comapny differs from a B2C company.
So, with multiple pipelines, you can organize and process their activities with better clarity.
Say you were a Pipedrive user and want to migrate all your data into Freshsales. All your pipelines can now be viewed as before without any loss of structure.
Configuring multiple deal pipelines
Based on different sales processes, a separate pipeline has to be created. This will let sales reps to work with a set of stages that’s most relevant to them. To create one there are a set of steps that need to be followed.
From the multiple pipelines present in your account, you can choose one of it to be the default pipeline. For all admin related activities, this pipeline will be taken as the default one.
Despite the admin choosing a pipeline as default, as a sales rep, your most commonly used pipeline might differ. That’s why, we give you the option of choosing a pipeline that’s most relevant to your sales cycle even it is different from the Admin default.
Deleting a pipeline - Is there a backup?
There is no backup for your pipeline as such. But, all deals of the deleted pipeline are moved to the first stage of your default pipeline.
What happens on a downgrade?
This feature is available only for Estate users.
If you downgrade, only the default pipeline remains and the rest of the pipelines are removed. The deals of the other pipelines are moved to the first stage of the default pipeline that’s retained after the downgrade.