How is a page layout different from using multiple sales pipelines?
Page layouts are used to capture details of different records in a single module.
For example, you need to gather different details from customers who purchase a mobile device than for customers who have a mobile device service. So, though both the records can be stored in a single module, you will use different fields for each customer type. For example, Service due on will not be required when a mobile device is sold. You can use layouts to show only the fields that are relevant to the specific record type you are adding to keep the database organized and decluttered.
Now, since the sales process for selling and servicing the mobile devices differ, it would be challenging to track the progress of these two deal types in the same pipeline. This is because the deal stages will be different for each process and accommodating them in a single pipeline will not give a complete overview of how the deals are progressing.
To address this, we allow the creation of pipelines based on a deal's stages. Multiple sale pipelines allow you to:
Visualize and track the progress of a deal through each stage
Take necessary actions based on the stage in the buying cycle
Monitor how long a particular deal has stayed in a stage and take action to prevent stagnancy
Related Articles
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 ...
Can I create pipelines for custom module?
No. Multiple sales pipelines can only be created for the Deals module.
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, ...
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 ...
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 ...