Hi, I was wondering if there is a option to set up a few campaigns and separate all deals as I do sales for a few companies and its getting abit complicated? Thanks!
How I have solved this is by creating several pipelines with different stages (when needed). Would that work?
Arnold Steenbeek said:How I have solved this is by creating several pipelines with different stages (when needed). Would that work?
Thanks Arnold, could you explain more? I'm new to pipedrive and still learning. Thanks!
@Chevy Karp so you can set up multiple Pipelines in Pipedrive: https://support.pipedrive.com/hc/en-us/articles/207345085-How-can-I-have-multiple-pipelines-
Each pipeline can be for a different campaign and contain different sales stages. In case your process is the same and you just want to split up what campaign they are from you could use labels to identify and filter them out: https://support.pipedrive.com/hc/en-us/articles/360005576178-Deal-Labels
Can multiple pipelines then role up into one company?
Campaign 1 will have 1 flight with multiple stages
Campaign 2 will have 2 flights (1 now and the 2nd in 2 months), with multiple stages each flight.
I will also need to report the success of all pipelines.
Are pipelines still the best solution? - Thank you, Vicki