While deleting a pipeline some deals were not transferred to the other pipeline?
If a pipeline has deals, then you will be prompted to transfer them to another pipeline before deleting it. However, note that only the open deals will be transferred to other pipeline.
For example, deals that are in closed stages like closed won, closed - lost to competition, closed lost etc. will not be transferred to another pipeline. You can view these un-transferred deals under the Kanban view by selecting "Unaccounted" in the dropdown.
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What will happen to the deals when a pipeline is deleted?
When a pipeline is deleted following will occur: Closed deals will be retained in the pipeline. You will not be prompted to transfer them to another pipeline. Open deals must be transferred to another pipeline from the same layout. You will be ...
Can I delete a sales pipeline?
Yes, you can delete a pipeline. Deals that are closed will be kept in the deleted pipeline and will not be transferred to a different 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 ...
Can I create pipelines for custom module?
No. Multiple sales pipelines can only be created for the Deals module.