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DocsWorking with Multiple Pipelines
Set up and manage separate pipelines for different sales processes, products, or teams
One CRM, Many Pipelines
Not every deal follows the same process. If your organization sells multiple products, serves different markets, or has distinct sales motions, you can create separate pipelines with their own stages and probabilities. Each pipeline operates independently, and you can switch between them on the Kanban board using the pipeline selector dropdown.
When to Use Multiple Pipelines
Common scenarios where separate pipelines improve clarity and reporting.
Different Products or Services
If selling software requires a demo and trial phase while professional services follow a scoping and SOW process, use a separate pipeline for each. The stages and probabilities can reflect the unique selling cycle of each offering.
Separate Teams or Regions
Teams in different regions may follow different sales methodologies. Dedicated pipelines let each team track deals through the stages that match their process, while leadership can still view combined metrics.
Inbound vs. Outbound Sales
Inbound deals that come from marketing often have different qualification criteria and stage progressions compared to outbound deals sourced by SDRs. Separate pipelines keep these distinct motions from cluttering a single board.
Partner or Channel Sales
Deals sourced through partners or channel programs may involve different approval stages, such as partner registration or deal registration. A dedicated pipeline captures these additional steps.
Creating a New Pipeline
Admins can create and configure additional pipelines from the admin settings.
Navigate to pipeline settings
Go to Admin → Pipelines in the sidebar. You will see your existing pipelines listed here.
Click Add Pipeline
Click the Add Pipeline button to create a new pipeline. Enter a descriptive name that makes it easy for your team to identify which pipeline to use for each deal.
Configure the stages
Add stages specific to this pipeline's sales process. For each stage, set a name and a default probability percentage. You can reorder stages by dragging them into the desired sequence.
Save and start using
Save the pipeline. It immediately becomes available in the pipeline selector on the Kanban board and in the Pipeline dropdown when creating or editing opportunities.
Switching Between Pipelines
Use the pipeline selector dropdown on the Kanban board to view different pipelines.
At the top of the Kanban board, a pipeline selector dropdown shows the name of the currently active pipeline. Click it to see all available pipelines and select the one you want to view.
When you switch pipelines:
- Columns update — the board displays the stages defined for the selected pipeline
- Deals filter — only opportunities assigned to the selected pipeline are shown
- Metrics recalculate — the board summary footer reflects only the visible pipeline's deals
- Filters reset — any active owner, value, or date filters are cleared when switching
Filtering Within a Pipeline
After selecting a pipeline, you can further narrow down the visible deals.
All standard board filters work within the context of the selected pipeline. After choosing a pipeline, apply any combination of the following filters:
- Owner — view a single rep's deals within this pipeline
- Value Range — focus on deals above or below a certain amount
- Expected Close Date — filter by date ranges to focus on specific forecast periods
The board summary footer and stage column metrics update automatically to reflect only the filtered subset of deals.
Managing Pipeline Stages
Customize stages to match your actual sales process.
Adding Stages
From Admin → Pipelines, select the pipeline you want to modify and click Add Stage. Provide a stage name and set the default probability percentage. New stages can be positioned anywhere in the sequence by dragging them into place.
Reordering Stages
Drag stages up or down in the settings to change their order. The Kanban board columns reflect the stage order from left to right.
Editing Stage Probabilities
Adjust the default probability for any stage. This changes the probability that gets auto-assigned when deals enter or move into that stage. Existing deals in the stage are not affected — only new moves.
Renaming Stages
Click a stage name in the pipeline settings to rename it. The change applies everywhere the stage is referenced, including existing opportunities.
Best Practices
Tips for organizing and maintaining multiple pipelines effectively.
Keep pipeline names descriptive
Use names that clearly indicate the purpose, such as "Enterprise Software Sales," "SMB Quick Close," or "Partner Channel." Avoid generic names like "Pipeline 2."
Align stages with your exit criteria
Each stage should have clear exit criteria that define when a deal is ready to move forward. Document these criteria so your team has a shared understanding of what each stage means.
Do not create too many stages
Most sales processes work well with 5 to 7 stages. Too many stages create unnecessary overhead and make the Kanban board harder to read. If a stage rarely has deals in it, consider merging it with an adjacent stage.
Review pipelines quarterly
Sales processes evolve. Schedule quarterly reviews of your pipeline structure to ensure the stages, probabilities, and overall setup still reflect how your team actually sells.