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Working with multiple sales pipelines



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Nova Dawn

Zendesk Documentation Team

Edited Jun 21, 2024


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Hi, if history is lost, what scenarios are multiple pipelines recommended?

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Carl McDowell

Zendesk Customer Care

Hi Nilton,
Using multiple pipelines would be when you have different products/deals. So I don't image that it would be often that a customer you were selling to would change pipelines, but in the cases it does happen you can move them.

What we are saying though is that when you do move the deal from Pipeline A to Pipeline B the Pipeline value will be moved out of Pipeline A to Pipeline B.

So when making a deal change pipelines it's probably worth keeping your team in the loop so they know about the change.

Carl McDowell
Timezone: Melbourne
Technical Support Architect

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This page mentions up to 2 pipelines on Team plan and 10 on Growth.

Can you update this article ?

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Elizabeth Williams

Zendesk Documentation Team

Assigning to Sell writer Nova Dawn 

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Nova Dawn

Zendesk Documentation Team

Thanks Julien, good catch - I have updated the article accordingly

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It would be helpful if you could include information regarding removing a pipeline!  I'd like to remove one of our pipelines and go back to only using one.   I'm not sure how removing it will impact existing data.  

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Nova Dawn

Zendesk Documentation Team

Thanks Dave and Stephanie, I've updated the article accordingly.

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