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How can I have multiple pipelines?

Note: This action is only available to Admin Users.

How to set up multiple pipelines

Note: Are you not sure what stages to set up? We have tips on setting up stages for your company's pipelines.

To add a new pipeline​ to your Pipedrive account:

  • Go to the Pipeline View and click on the Pipeline Drop Down
  • Click + New Pipeline.
  • Provide a name for the new pipeline in the upper left.

The pipeline is then added to your account; you can now start editing stages on the pipeline. Once the stages are to your specification, hit Save

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When should I use multiple pipelines?

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

  • You may be a company that offers different kinds of products that may need their own proprietary stages during the closure of a deal.
  • Or you may have both a product as well as a service that you sell in your company. The service could easily have a longer pipeline.
  • You may also want to track delivery of the sold items after they're won.
     

It is not suggested for...

  • categorizing your deals by location or industry type (or anything else) if the stages are the same — we suggest using custom fields instead.
  • separating deals by salesperson — that is already done automatically by Pipedrive through the Owner field.

 
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.
It's not possible to get a combined view of all pipelines, even if the stage names are the same.
Within the Pipedrive database, those pipelines and stages are still separated.

 

Questions? 

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