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We have another sales division. Can we run multiple divisions (with individual reporting) within one PipelineDeals account?

Maria Herrell
Updated 1 year ago

To better differentiate sales processes and reporting for each sales division, we recommend the following:

  1. Use custom fields: Create custom fields in your sales data to indicate which data belongs in which division. For example, you could create a "Sales Division" field and assign each opportunity to the appropriate division. You can then filter and sort your data based on these fields to get a more tailored view of your sales performance.
  2. Create a new sales pipeline: To ensure that each sales division has a clear and effective sales process, create a new pipeline for each division. Each pipeline should include specific steps, tasks, and metrics that are tailored to the needs and goals of that division. You can also customize the pipeline stages and sales activities to match the specific sales process of each division.
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