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 with.
- Add the Stages to the pipeline.
The default values from the Stage field from the standard layout will be available to choose from.
- Click Create New Stages in the Sales option to add new stages.
- Enter the Stage Name, Probability, Forecast Type, and Forecast Category in the Create New Stage pop-up.
- Click Done.
The new stage will be added to the new master list of stage values. - Select the Set as a Default checkbox if you want this pipeline to be the default when creating a deal.
- Click Save.
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