How can I select a pipeline for a deal?

The pipelines that you have created will be available in the Pipeline picklist field. When you are creating a record in the Deals module, you can select the desired pipeline from the dropdown list.

Remember that only the pipelines that belong to the layout where you are creating the record will be listed in the picklist field.

Note: If you have enabled the Set as Default option for a pipeline, then the pipeline field will be auto-populated with the default pipeline. You can change the pipeline if required.

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• 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 Go to Setup > Customization > Pipelines. Click New Pipeline. Enter a name and select the Layout to associate the pipeline ...

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• Is it possible to choose a pipeline automatically when a deal is created?

  No, you cannot associate a pipeline with a deal automatically during deal creation. When configuring multiple pipelines, there is an option to set a pipeline as the default. If this option is selected, then whenever you create a pipeline it ...

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• Can I move deals to another pipeline?

  Yes, you can manually move the deals from one pipeline to another. You can easily move a deal to another pipeline within the same layout. For example, if the Standard layout has two pipelines, you can move deals from pipeline A to pipeline B. If you ...