Multiple Sales Pipeline
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 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 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 ...
Can I bulk update the layout or stage field of a deal?
Yes, you can bulk update the layout and stage of deals. Both layout and stage will be listed in the Fields dropdown after you click Mass Update. You need to select which pipeline and stage to move the deals to. You can choose Pipeline instead ...
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 ...
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. ...
How do I make the pipeline field visible to all users?
The visibility of the pipeline field depends on the layout permission. You cannot set field permission separately for the pipeline field. The pipeline field will therefore be visible to all the profiles which have permission to access the layout the ...
How can I update the pipeline and stage fields automatically after sending a mass email?
The pipeline and deal stage can be automatically updated through follow-up actions (field updates) after sending mass emails. When sending the mass email you can select the follow-up action by selecting the trigger for the action (email clicked, ...
Can I move deals to a particular pipeline and assign a stage during data migration or import?
Migrating from another CRM: When you migrate from another CRM, the Pipeline field will be available during field mapping. The deals will be assigned to the layout's pipeline based on this field. If the deals that are to be migrated do not have a ...
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.
Is it possible to show the pipeline and stage only when a certain condition is met?
No, you cannot set a visibility criteria for pipeline and deal stages as these are mandatory fields in the Deals module.
Can fields be shown or hidden based on the pipeline field?
Yes, fields and sections can be shown or made mandatory based on the pipeline using the Layout rules. For example, you can show certain fields if a record is in a specific pipeline.
Can I set an approval process based on a pipeline?
Yes, you can set an approval process based on the pipeline so that the sales agents can only perform actions if the deal is approved. Approval processes can be triggered on creation or edit of record. For example, based on pipeline a deal can be sent ...
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 ...
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 ...
Can I change the existing pipeline of a deal automatically?
Yes, you can change the existing pipeline of a deal by using the field update option in workflows, blueprints, mass updates, mass emails, and macros. You can configure the criteria for changing the pipeline field to the new pipeline. Read more about ...
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, ...
Is multiple sales pipeline same as a sales funnel?
The terms sales pipeline and sales funnel are often used interchangeably due to their similarities. However, there is a difference between the two: A sales funnel gives a visual representation of the sales pipeline and displays the number of leads ...
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 ...