Working with multiple sales pipelines

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2 Comments

  • Nilton Nakate

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

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  • Carl McDowell

    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

    0

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