Why your business needs multiple sales processes in your CRM?
The sales process in CRM is generally referred to as the "sales pipeline." You may have multiple sales pipelines depending on the products you offer and your business needs.
Zoho CRM gives you full control over your sales processes by making you the owner and designer of your own sales pipeline.
Go India Travels is a tour and travel company that offers different tour packages, like domestic trips, international trips, business trips, and educational tours. For different tour packages, there are distinct requirements. For example, international trips require travelers to hold a visa or passport, though these items are not necessary for a domestic trip. One type of sales process won't be helpful in all travel situations, so Go India Travels has created multiple sales pipelines for the sale of each type of vacation package.
When you want to sell products to customers, you will move through different stages, from prospecting to qualifying, negotiating deals, and ultimately, deal closure. By default in your CRM, you will get a standard sales pipeline where you can see the whole journey of the deal from initiation to closure. Plus, if you have the Admin profile, you can easily design your own sales pipelines to suit your deal process better.
To design a sales pipeline, go to Setup > Customization > Pipeline > + New Pipeline and start customizing.
You will be given options to select pre-defined stages for your pipeline, or you can simply choose to create new stages that better meet your requirements.
If your company deals in multiple sectors, such as construction, paper production, shipping, and travel, you'll need different deal layouts and sales pipelines.
If you are an Admin in your CRM account, you can edit and change the sales pipeline and configure it to meet your business requirements. You can also export or import deals from one pipeline to another.
If you delete a sales pipeline, you will be given the option to transfer the associated deals to another pipeline in your CRM account. If you don't have other pipelines configured in your account, then the associated deals will be auto-transferred to the default pipeline (i.e. the standard pipeline).
Click here to learn more about configuring multiple sales pipeline in your CRM
Click here to learn more about configuring multiple sales pipeline in your CRM
Configuring your sales process within Zoho CRM is a simple step-by-step procedure. All the stages of your process can be configured to meet your business' unique requirements, and with a sales pipeline, you can qualify, disqualify, and audit your deals. This helps you gain clear and crucial insights, since you have data on when your deal was won or lost, and the reasons for the result. 
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Multiple Sales Pipeline
What is a sales pipeline? A sales pipeline is a visual representation of your sales process that shows where your prospects are in the buying cycle, how many open deals you have, how long a particular deal stayed in each stage, and whether you have a ...FAQ: Multiple Sales Pipeline
1. What is a sales pipeline? A sales pipeline is a visual representation of your sales process that shows where your prospects are in the buying cycle, how many open deals you have, how long a particular deal stayed in each stage, and whether you ...Troubleshooting Sales Pipelines
I created a pipeline and now I cannot update the Stage field in a record. Creating a pipeline does not affect updating stages in the layout. If a map dependency, blueprint, layout rule, or validation rule has been created based on the Stage field, ...Best CRM tools for your business to thrive remotely
The new era of work has redefined the way we operate, and do business. As new styles become prevalent, organizations are eagerly embracing co-working spaces, work from home, work on the go, and remote working as alternatives to traditional working ...Managing Multiple CRM Organizations
Access multiple CRM accounts using one sign-in Zoho CRM allows users to access multiple organizational (CRM) accounts using the same email address. This is especially useful for organizations that maintain different CRM accounts to manage their ...
New to Zoho LandingPage?
Zoho LandingPage Resources