Your Zendesk Sell account has one sales pipeline by default. To track multiple unique sales processes, you can create more pipelines. The amount of pipelines you can add depends on the type of Sell plan you are on. To find out how many pipelines you can use for your plan seeProduct limits in Sell. All pipelines are fully customizable.
You need admin rights to set up pipelines.
This article covers the following topics:Adding a pipeline
You can add a pipeline if you are on either of the two highest Sell plans.
To add a pipeline
- On the Sell sidebar, click theSettings(
) icon, then clickCustomize > Sales Pipelines. - ClickAdd new pipeline.
- Add a name for your pipeline and clickSave.
Your new pipeline is created. You can now customize your pipeline to edit the stages. You can also assign users and set up custom fields.
Adding and deleting pipeline stages
Start by working with the pipeline stages (seeAligning pipeline stages with your sales process).
To add, edit, or remove pipeline stages
- Hover over a stage and click thePencil(
) icon to edit the name and win likelihood. - Hover over any stage (except the first and last stages) and click theTrashcan(
) icon to delete the stage. - Click theAdd(+) icon, visible between two stages, to add a new stage in your sales pipeline.
You can add as many stages as you like to your sales pipeline.
Adding users to a sales pipeline
Only users that you add to a pipeline can create deals within that pipeline. Adding a user to a sales pipeline does not alter their existing permissions settings on visibility of other deals.
If a user is limited to seeing their own deals, for example, they’ll only be able to view and create deals they own within any pipelines they’re added to.
If a user’s permissions grant them access to all deals, they’ll be able to view all deals within all pipelines.
To add users to a pipeline
- Click theUsertab and selectAssign users.
- Select your users.
You can search or select users from the drop down menu.
- ClickSave changes.
The user or users are added to the pipeline.
- Alternatively, you can add users to a pipeline fromManage > Userswhen you create or edit a user's permissions.
Setting up custom fields in a pipeline
To set up a custom field for a specific pipeline
The drop-down field indicates which pipeline you are working with and displays the custom fields in this pipeline.
Global custom fields are marked with globe icons, meaning they are visible on all pipelines. These cannot be edited from this section.
To create or edit a Global custom field
When you add a custom field to your pipelines page, it will only be added and visible on the selected pipeline.
To change a field to be visible on a specific pipeline- ClickEditon the custom field and change the pipeline toAll Pipelines.
Customizing the layout of a deal card per pipeline
If you have multiple pipelines, you can customize how the deal card looks like for each of the pipelines.
To customize the layout of the deals card for each pipeline
- On the Sell sidebar, click theSettings() icon.
- ClickCustomize>Layouts.
- Click theDealstab.
- UnderSelect pipeline, click theSales pipelinedrop-down menu.
- Click the pipeline you want to customize the layout of.
Deleting a pipeline
To delete a pipeline
- On the Sell sidebar, click theSettings() icon.
- UnderCustomize, clickSales pipelines.
- Select the pipeline you want to delete.
- Click theTrashcan() icon that appears to the right of the pipeline.
FAQs
Can I toggle between different pipelines and between pipeline/table view?
Yes, you can switch to another pipeline by going toDeals > Sales Pipeline, in the drop-down menu you can choose the pipeline you want to switch to. You can also toggle between the pipeline and Table view by clicking Stage View (>>) or Table View (
) to the right of Sales Pipeline.
Can I move a deal from one sales pipeline to another?
是的,你可以选择从一个pipeli达成协议ne to another by clicking edit on the pipeline or by selecting a stage from another pipeline to place it into.Do I need to create a Smart List for each pipeline?
No, but you can configure Smart Lists to show all deals within all pipelines, and you can filter across them using any criteria you choose.
Do automated actions work on multiple pipelines?
Yes, you can configure which pipelines an action fires on from your Automated Action settings page.
7 Comments
Hi, if history is lost, what scenarios are multiple pipelines recommended?
Hi Nilton,
Using multiple pipelines would be when you have different products/deals. So I don't image that it would be often that a customer you were selling to would change pipelines, but in the cases it does happen you can move them.
What we are saying though is that when you do move the deal from Pipeline A to Pipeline B the Pipeline value will be moved out of Pipeline A to Pipeline B.
So when making a deal change pipelines it's probably worth keeping your team in the loop so they know about the change.
Carl McDowell
Timezone: Melbourne
Technical Support Architect
Thispagementions up to 2 pipelines on Team plan and 10 on Growth.
Can you update this article ?
It would be helpful if you could include information regarding removing a pipeline! I'd like to remove one of our pipelines and go back to only using one. I'm not sure how removing it will impact existing data.
Pleasesign into leave a comment.