Tudástár

Pipelines in Pipedrive represent your sales processes. If your business has different workflows, you can create multiple pipelines to keep your deals better organized.

Learn more about pipeline management software.

Adding a new pipeline

To create a pipeline:

• Go to the pipeline view and click on the pipeline dropdown
• Click “+ New pipeline”

The pipeline is then added to your account and you can start editing its stages. Once the stages are to your specification, hit “Save changes“.

When should I use multiple pipelines?

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

• If you sell different products, each requiring its own set of deal stages
• If you offer both a product and a service, but the service process has more stages
• If you want to use pipeline-specific custom fields to keep your processes separate

We don’t recommend using multiple pipelines for:

• Grouping deals by location or industry, if the deal stages are the same. You can use custom fields instead.
• Organizing deals by salesperson – this is handled automatically by the owner field
• Tracking delivery after a deal is won – use the Projects feature instead

This way, you can keep your pipelines clean and relevant while using filters to segment deals within a single pipeline.