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 will be displayed as the default pipeline type. You can select another pipeline from the dropdown list before saving the deal.
Related Articles
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 ...
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 ...
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 ...
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 ...
What is the standard pipeline and when is it created?
A standard pipeline is created automatically by Zoho CRM when the user tries to create a new pipeline. This pipeline will consist of the existing deal stages. You can rename or customize the stages by adding or deleting stage fields in the pipeline. ...