What would be the disadvantage of making one pipeline per service (about 2 to 5) ?

Paul_5750
Paul_5750 Posts: 14
edited July 24 in Sales CRM #1

What would be the disadvantage of making one pipeline per service (about 3 to 5) ? 

Our business offer mostly 2 services. I am wondering the benefits and disadvantage of making one pipeline for each. 

Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited June 2020 #2

    @Paul a Pipeline should be seen as a process, not as a service, a product, a region, etc... if your process is exactly the same then I suggest working in one pipeline and using tags/custom fields and filters to keep the overview. If you have different processes that need different stages it will make sense to split them up.

  • Paul_5750
    Paul_5750 Posts: 14
    edited June 2020 #3

    Thanks @Mike Murphy  for this piece of advice!