Working with multiple sales pipelines

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  • Nilton Nakate

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

  • 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

  • Julien MCC

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

    Can you update this article ?

  • Elizabeth Williams
    Zendesk Documentation Team
    Assigning to Sell writer Nova Dawn 
  • Nova Dawn
    Zendesk Documentation Team
    Thanks Julien, good catch - I have updated the article accordingly
  • Stephanie Pobuda

    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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