Ability to add additional pipelines
planned
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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.
Dane Zahorsky
Curious if this is on the radar. I'm reaching a point where waiting on things that seem pretty simple like this are causing me to consider switching to a different service because managing everything in one pipeline is become incredibly messy.
Geoff Mina
Merged in a post:
Multiple Pipelines
TaKenya Hampton
For those of use that offer multiple services or different stages (i.e. Lead, active client, support) it would be nice to be able to have more than one pipeline. And for clients to be able to move through it using tags or something similar.
TaKenya Hampton
I agree. My previous CRM had multiple pipelines that worked with tags. I like how pipelines can be started from forms and schedulers but I wish you could have more than one. I have different kinds of customers and it would be nice to have them in separate and potentially multiple pipelines if needed
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Michelle Guillet
Totally agree - I just came here to add this suggestion and I see it's already here!!! I would love the ability to add multiple pipelines (ex. internal recruitment, sales pipeline, etc). Upvote this!!
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Biggi Boho
God yes.. THIS IS THE DREAM
Geoff Mina
marked this post as
planned
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Aika
Geoff Mina yay!
Jennifer Robinson
Geoff Mina is there an ETA on this? It is critical for my business.... I am struggling to stick with you while waiting!
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Michelle England
Geoff Mina I just came to ask the same thing. I need multiple pipelines and I try to manage with one and all different stages but its getting too hard. I really love moxie but there are a few things that really have me struggling this is one of them.
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Aika
Very important feature! Please make this a priority!
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KC
I've been thinking on this and maybe one option to implement this would be to allow grouping or folders of Pipeline Stages - along with the ability to filter by those groups/folders, so we can narrow down what we are looking at while working?
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Angela Hardison
Yes please put this into effect! I have a few different services that have a different workflow.
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Ashley
This would be huge! Even within the same niche, different services often require slightly different pipelines.
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