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

Paul_5750
Paul_5750 Posts: 14
edited July 2022 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. 

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  • Mike van der Valk
    Mike van der Valk Posts: 4,052
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    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! 

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