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 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.

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.