Is there a way to have the same deal on multiple pipelines

Askeh
Askeh Posts: 1
edited January 25 in Sales CRM #1

Having all the information about a company under one deal is comfortable and I don't like the idea of having to create multiple deals who's info doesn't sync in order to have them on multiple pipelines.

Tagged:

Answers

  • Leonardo Zimmermann
    Leonardo Zimmermann Moderator Posts: 20 CUSTOMER SUPPORT
    10 Comments Name Dropper First Answer First Anniversary
    #2

    Hey, @Askeh!

    There is currently no way to have one deal appearing on multiple Pipelines, since this is not how Pipelines are intended to be setup. Pipedrive works under the logic that each Pipeline should have their own unique stages, so it would not make sense for a deal in one Pipeline to update a deal in another one.

    That said, you may be having a unique setup which we can try to understand better and find a workaround that helps. For that, I suggest that you reach out to our Support Team via in-app chat or at [email protected]

    Thank you.

Categories