Multiple pipelines enable you to organize deals for various processes. Depending on your subscription, you can have up to 5 pipelines (Start: 1, Develop: 2, Grow: 5). Every deal must be in a pipeline, and each deal stage name must be unique.
New deals are automatically added to your default pipeline, but you can select a different pipeline when creating or updating a deal.
How to Associate, Move, or Copy Deals Between Pipelines
Associating Deals with a Pipeline
- When creating a new deal: Select the Pipeline in the Pipeline field during deal creation.
- For existing deals: Go to the Deal Profile view and edit the Pipeline field in the Deal Details tile.
- From the Deal List View: Click the Stage cell for the deal you want to update and select a stage for the Pipeline you will be moving or copying the deal to.
Moving or Copying Deals
- In the Deal List View, check the box next to the deal(s).
- Click Set pipeline/stage to change the pipeline.
- To copy a deal, select the copy option. This keeps the original deal for reporting and creates a new record in the chosen pipeline.
- To move a deal, select the move option. The deal will be reassigned to the new pipeline and removed from the original.
Copying is best when a deal is finished in one pipeline and needs to continue in another (e.g., from sales to post-sales). Moving is best when you want to fully reassign a deal.
Dashboard Overview
The Dashboard provides a visual summary of each stage in your pipelines, including key statistics for every stage.- Switch between active deals and those expected to close within a specific timeframe or pipeline.
- Filter by user or teams. This depends on your visibility settings.
- Build a list view by clicking on any deal stage.
List View
The List View helps you organize and update deals efficiently.- Filter deals by pipeline or stage using the dropdowns in the Deals and Agenda tabs.
- The Pipeline field shows which pipeline each deal belongs to.
- Select multiple deals to change their stage or pipeline in bulk—saving you time on repetitive updates.
- The All Active Deals total displays the combined value of all open (non-closed) deals across every pipeline.
- Click this to open a dropdown showing the total number of active deals for each pipeline.
Importing Deals
- Use the Stage field in your import file to assign deals to the correct pipeline.
- If no stage is specified, deals will go to the default pipeline.
Managing Pipelines & Stages
- Go to Settings > Deals > Pipelines & Stages to edit pipeline names, stages, and probabilities.
- Set a pipeline as the default by clicking the edit icon and toggling the 'Default' option on.
- When deleting a pipeline, reassign active deals to another pipeline and stage.
- Deal stage names must be unique across all pipelines.
Common Questions & Troubleshooting
- Why must stage names be unique?
- This ensures deals are imported and tracked correctly.
- Not getting credit for a closed deal?
- Make sure the deal was copied, not moved, to the post-sales pipeline.
- What happens if a pipeline is deleted?
- Active deals are moved to another pipeline and stage, while closed deals are reassigned accordingly.
- Imported deals missing a stage?
- They’ll land in the default pipeline.