Ability to add additional pipelines | Voters

Ability to add additional pipelines

planned

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.

March 16, 2023

Biggi Boho

God yes.. THIS IS THE DREAM

Geoff Mina

marked this post as

planned

Aika

Geoff Mina yay!

Aika

Very important feature! Please make this a priority!

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?

Angela Hardison

Yes please put this into effect! I have a few different services that have a different workflow.

Ashley

This would be huge! Even within the same niche, different services often require slightly different pipelines.

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)

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.

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.

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.

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