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 ...
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 ...
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 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 ...