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.
A standard pipeline will not be created if the records are not in the Deals module.
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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 ...
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 ...
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, ...
Can I create pipelines for custom module?
No. Multiple sales pipelines can only be created for the Deals module.
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 ...