Pipeline

Multiple Pipelines

Multiple Pipelines Overview

Welcome to our tutorial on "Multiple Pipelines". As you delve into the intricacies of managing your business, you'll find that one pipeline might not suffice. Whether it's sales, fulfillment, or support, our application allows you to create a multitude of pipelines tailored to your specific needs.

So, how do you harness the power of multiple pipelines? Let's walk through it together.

Begin by heading to the Settings section. Here, you can seamlessly add and configure all your desired pipelines. If you're unfamiliar with setting up pipelines and their stages, we've covered that in a previous video, so be sure to check that out.

Once your pipelines are in place, it's time to navigate to the Opportunities tab. At first glance, you'll be presented with your primary pipeline. But what about the others? It's simple. Just click on the dropdown menu labeled "Sales Pipeline", and you'll unveil a list of all your established pipelines.

For instance, you might spot a support pipeline, perfect for tracking incoming support tickets, their current status, and eventual resolution. Or perhaps you'll find a customer-fulfillment pipeline, designed to monitor the journey of your customers, from onboarding to follow-ups and beyond.

The beauty of this feature is its adaptability. It molds itself to fit the unique milestones and processes of your business, ensuring you never miss a beat.

In essence, with multiple pipelines at your fingertips, you're equipped to oversee every facet of your business with precision and ease. Dive in, explore, and streamline your operations like never before. Happy organizing!

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