Note: This action is only available to Admin Users.
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's not a good idea to use multiple pipelines:
- To categorize your deals by location or industry type or anything else if the stages are the same (use custom fields in this case instead).
- To separate by salesperson (it's already done automatically by Pipedrive through the Owner field).
- In summary: only create multiple pipelines if the stages in the process are different; otherwise try using custom fields.
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.
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.
To add a new pipeline to your Pipedrive account:
- Go to Settings > Pipelines to customize your pipelines.
- Click Add new pipeline, located in the top-right corner.
- Provide a name for the new pipeline.
- Click Save to save the new pipeline.
The pipeline is then added to your account; you can now start adding stages to the pipeline.