Creating Multiple Sales Pipelines

The Sales Pipeline provides a comprehensive set of features that facilitate, track, and otherwise allow you to oversee the various steps in securing sales. Lead Gen & CRM provides you with a default pipeline, titled Sales Pipeline. You can create additional pipelines as needed. 

This article will show you how to create additional sales pipelines. 

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Article Contents

• The Pipeline Editor
• Creating A New Pipeline
• Setting A Default Sales Pipeline

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Settings

Sales

Users:

Administrators	✓
Company Managers	✓
Marketing Managers
Sales Managers	✓
Salespersons	✓
Jr. Salespersons	✓

The Pipeline Editor

Multiple pipelines can be active at the same time, as different sales types may require different pipeline stages or other parameters. You can create pipelines to better match your sales needs. This is done through the Pipeline Editor.

To access the Pipeline Editor, click Sales > Opportunities in the left toolbar.

1. Click    Options.
2. Click Edit Pipeline Stages.
   
   

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Alternatively, you can do the following:

1. Click    User Menu > Settings in the top toolbar or Settings at the bottom of the left toolbar. 
2. Click Pipeline Editor, located under Features in the left panel. 
   
   

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Creating a New Pipeline

You can create pipelines to house opportunities.

To create a new pipeline, start from the Pipeline Editor.

1. Click    Options > New Pipeline.
   
   

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2. Enter a name for the pipeline.
3. Click Create Pipeline.
   
   
   Important: Trial and Essential users are limited to 2 pipelines. Advanced and Ultimate users can create unlimited pipelines.
   
   

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4. Click the tab for the new pipeline.
5. Optionally, after creating the pipeline, click    Edit to enter a pipeline description.
   
   

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Setting a Default Pipeline

The Pipeline feature allows you to keep track of all your pipelines. You can change a pipeline's parameters to view another pipeline, a pipeline's activity over a given time period, or a pipeline's owners.

To change which pipeline you are viewing, start from the Sales > Opportunities in the left toolbar.

1. In the pipeline drop-down menu, select the desired pipeline.
   
   
   Note: Only pipelines with set Deal Stages will appear in this list.
2. Optionally, click the    Default icon next to a pipeline name to set that pipeline as the default pipeline.
   
   

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