Ability to add additional pipelines
A
Amy Dudbridge
My VA does lead generation activities for me. I only put the ones that reach proposal stage into sales pipeline so that it doesn't get too overcrowded. It would be great if I could set up additional pipelines that can be used for a different purpose such as this, and then be able to move a prospect from one pipeline to another if it progresses.
G
Geoff Brandt
I have a need for this too. I have two client types (since moxie only allows for one client type i use custom fields to differentiate). Each client type needs its own pipeline. Consequently I also use a custom field in Opportunity to differentiate. But still need to be able to sort opportiites by custom field (which would be a great workaround)
C
César Boost
This is essential, but I think it would not be necessary to create new pipes, but rather the option of assigning the LEDs to my embos. That is, the leads belong to one member or another. I think it's more of an allocation problem.
L
Lee Busch
And... If we could map different client types to different pipelines. So a custom field in Client (perhaps inherited from form) connects that client to the correct Pipeline.
L
Lee Busch
Yes! Each thing I do needs a very different pipeline. I can't just drop people into different stages of the same pipeline. We would benefit from separate and distinct pipelines, so the follow-ups and process can be quite different on each.
Jo
Yes please! Different type of services require different pipelines, that will be a game-changer!
MBO
This is very important. In addition, you guys will crash the competition as most of them do not offer multiple pipelines.
N
Neil Gowans
And then low-ticket offers (say writing a blog article) will have a very different funnel/pipeline to a higher ticket offer (say retained monthly SEO service).