Seeking Advice - Organizing/Naming Pipelines
I am looking for advice on best practices regarding organizing/setting up Pipelines. I am taking over leading our sales team and the previous manager was not using Pipedrive to its full capacity. We sell digital marketing services (Web Development, SEO, Social Media, Ads, Etc.).
Here's our current setup: Right now we have our pipelines set up by the source of the lead. For example, if a lead is a referral, we have a referral pipeline. If the lead came from email outreach, we have an email outreach pipeline, and so on. We have a team of 3 and this has led to cluttered pipelines and confusion at times where everything is at.
I'm looking for some best practices/advice on best organizing. Is it better to have Pipelines by service? Or by salesperson? Or is doing it by source a good way, but we just condense the number of sources we have as pipelines. Another thought was if there were different pipelines for say, dormant leads (follow-up in 6 months, etc) or hot, warm, cold leads? Any help would be much appreciated. I am interested in how others are using it.