How do I create multiple sales pipelines | CRM FAQs

How do I create multiple sales pipelines?

Pipelines can only be created for the Deals module. To create a pipeline, follow the steps below:

To create a sales pipeline
  1. Go to Setup > Customization > Pipelines.
  2. Click New Pipeline.
  3. Enter a name and select the Layout to associate the pipeline with.
  4. Add the Stages to the pipeline.
    The default values from the Stage field from the standard layout will be available to choose from.
  5. Click Create New Stages in the Sales option to add new stages.
  6. Enter the Stage Name, Probability, Forecast Type, and Forecast Category in the Create New Stage pop-up.
  7. Click Done.
    The new stage will be added to the new master list of stage values.
  8. Select the Set as a Default checkbox if you want this pipeline to be the default when creating a deal.
  9. Click Save.

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