Can I delete a sales pipeline?
Yes, you can delete a pipeline.
Deals that are closed will be kept in the deleted pipeline and will not be transferred to a different pipeline.
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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 ...
Is multiple sales pipeline same as a sales funnel?
The terms sales pipeline and sales funnel are often used interchangeably due to their similarities. However, there is a difference between the two: A sales funnel gives a visual representation of the sales pipeline and displays the number of leads ...
When should I use multiple sales pipelines?
If the way your business works means that the sales process differs based on the product, service, or client, then you need to use multiple pipelines to monitor your sales processes. For example, consider the sales process in a real estate business ...
What will happen to the deals when a pipeline is deleted?
When a pipeline is deleted following will occur: Closed deals will be retained in the pipeline. You will not be prompted to transfer them to another pipeline. Open deals must be transferred to another pipeline from the same layout. You will be ...
Troubleshooting Sales Pipelines
1. 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, ...